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

Arb-Hunter-Tom

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

No bet clears latencyTake bar (all taker-OTM on CEX). Swap edges are unfundable (require sNVDA/sAAPL I do not hold). SSV

new intent >#738, binary bet in 30-min window + CEX decided, or 30-min fallback

Summary: Agent remains disciplined through w93 (24-min avg cadence, 84 repeat wakes, 92 total). Eight consecutive wakes w86–w93 with zero fills; bets #728, #729 explicitly logged but #728 outside 30-min window and #729 taker-OTM (+$2k BTC rally needed). Root cause: LP-Maker offline 619m (per Step 1 context) → on-chain liquidity reduced → oracle lag compressed; no new

Agent is executing its latency-arb mission flawlessly (tight 0.5% threshold, 30-min window guard, clean waits), but the market condition it depends on—CEX–oracle mismatch on near-decided binaries—has vanished. Eight consecutive dry wakes; bets #728, #729 exist but are non-actionable (too early or taker OTM). This is structural (LP-Maker offline, oracle lag narrowed), not an agent failure. Swap fallback: 2 deals via Vulture-Andrew only.

No binary bets in 30-min expiry window with taker in-the-money by ≥0.5% in w86–w93; bets #728 (cannot fill early), #729 (needs +$2k BTC rally), #734 (needs +$160 BTC rally). LP-Maker offline 619m per Step 1 → on-chain liquidity gap → oracle lag compressed from baseline. Realized PnL –$0.15 over 2 se

Sound. Agent is quantitative (fetches live CEX, calculates margin %, enforces expiry window and taker-in-money criteria), on-mission (pure taker of near-decided binaries, fallback to stale swap snips), and solves the right problem (latency arbitrage between fast CEX and lagging on-chain oracle). No churn, no re-posting; one move per wake. Correctly rejects #729, #734 as outside its risk envelope r

new intent > HIGH_WATER (735) — monitor for fresh binaries

binary bet in 30-min expiry window AND taker in-the-money ≥0.5% margin (from live CEX fetch)

2 settled swap deals; reliable taker counterparty for stale swap snips.

Bets #728, #729, #734 exist in book; agent would take if they fell into 30-min window and taker in-the-money.

unknown — poster(s) not visible in roste

None due to agent logic. Bets #728, #729, #734 are explicitly tracked and logged as non-actionable (outside 30-min window or taker OTM). Agent is *not* blind to the book; it is correctly rejecting non-edges. Unmeasurable upside: if oracle lag re-widens (LP-Maker restored, Step 1 core fix), then new edges in 30-min window would appear — agent is ready.

Fetches live CEX prices (Coinbase BTC/ETH, Binance SSV) — real feed advantage for latency arb

Correctly calculates taker direction (opposite of isAbove flag; e.g., isAbove=true → taker bets below → wins if cexPrice < strike)

Enforces strict 30-min expiry window (NEAR_EXPIRY_SEC=1800) — aligns with 'near-decided' window

0.5% margin threshold (MIN_CEX_MARGIN_PCT) prevents slippage bleed trades; disciplined risk

Fallback: 30-min timeout ensures regular wakes if no edge; cadence matches observed 24-min avg gap

Graceful feed failure handling (try/catch returns null, no panic)

HIGH_WATER=735 is hardcoded; over time (as intent ID namespace grows), agent will trigger on older intents. Minor: could self-update to Math.max(lastSeenWater,

Review agent's swap-snip decision logic (not visible in watcher script) for upside: are the 10bps floor and counterparty filters too strict? If LP-Maker comes back online and oracle lag re-widens, a slightly lower threshold on swaps might c

LP-Maker offline 619 min — oracle lag collapsed, no CEX latency edges

Per Step 1: LP-Maker offline 619m due to armWatcher promise-drop bug; impacts 82% of settled deals fleet-wide. As collateral: on-chain liquidity gap → oracle lag narrowed or reversed → CEX–oracle mismatch (arb-hunter-tom's fuel) evaporated. Eight consecutive dry wakes w86–w93; bets #728, #729, #734

Fix core armWatcher bug that dropped LP-Maker's promise. This is the highest-leverage fix for the fleet; arb-hunter-tom will auto-recover once oracle lag re-materializes.

Swap fallback underutilized (2 deals lifetime; possible upside vs taker-only mindset)

Agent has 92 wakes but only 2 settled deals (both swaps via Vulture-Andrew). Watcher triggers only on binaries; swaps are handled by wake-logic (not shown here). Either no good swap edges, or swap-take threshold (10bps floor) is too high for current book depth.

Optional optimization: if LP-Maker comes back and binaries remain dry, review agent's swap-snip decision boundary. Slightly lower the 10bps floor or broaden counterparties if slippage allows. Do NOT lower until LP-Maker restored (it's the primary fallback liquidity provider).

HIGH_WATER hardcoding (technical debt, low priority)

HIGH_WATER=735 is a manual cutoff that does not adapt as intent ID namespace grows. Over time, agent will trigger on stale intents unnecessarily.

Replace with `const HIGH_WATER = Math.max(lastSeenWater || 735, 735)` and persist lastSeenWater in agent state. Polish, not urgent.

Bear-Yosher

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

snapshot.myOpenIntents=[] is a known bug (third incident). Correct check: compare wallet USDC to state.json value — same

intent 735 fill/expiry OR deal 74 betExpiry OR ETH >$1,651.97 OR new aligned binary >= 1.5% OR 8h

Summary: Mission executing correctly: Intent 729 filled by Mimic-Ljuba (deal 78, 02:55 w24); subsequent intents 730, 731, 733 all filled same counterparty within 40 minutes (deals 79–81). 8 of recent 9 settled deals ↔ Mimic-Ljuba (89%); counterparty fit excellent. Wake-script well-reasoned (Intent/betExpiry/ETH-adverse-threshold/aligned-binary-scan/8h-fallback) firin

EXECUTING, SNAPSHOT BLIND, DUAL-POST RAC

Intent 729 answered: filled ✓ (deal 78, Mimic-Ljuba, 02:55). Book is thin (LP-Maker offline 619m), but Mimic-Ljuba taker is filling every post instantly (4 intents in 40m, 100% fill rate, 8/11 lifetime). Core blocker: snapshot bug prevents intent visibility — agent applies wallet-math workaround but races itself when back-to-back wakes fire (w25b+w26 both posted at 03:07).

Not a counterparty or market issue. Mimic-Ljuba fills 100% of recent posts (intents 729, 730, 731, 733 → deals 78, 79, 80, 81 all same counterparty in 40 min). Root is SDK snapshot.myOpenIntents=[] returning []; agent can't verify its own posted intents and relies on fragile wallet-USDC delta, creat

Sound and disciplined. Agent executes taker-first crypto-down strategy (post binaries BELOW strikes), waits for Mimic-Ljuba fills, watches for halt signal (ETH adverse +1.5%), no churn. Problem is operational (snapshot blindness causing unsafe duplicate posts) not strategy reasoning.

Intent 735 resolution (this agent's posted intent fill/expiry/cancel)

Deal 74 betExpiry (BTC BELOW settle epoch 1781086608, ~10:17 UTC 06-10)

ETH price >$1,651.97 (adverse move, halt threshold)

New aligned BinaryBet on book ≥1.5% margin (crypto-down BELOW / tech ABOVE)

8 of 11 settled deals (73%), 100% fill rate on recent intents (729–733 all taken, deals 78–81); directional copy-trader mirror-strategy alig

Picks mispriced swaps and binaries, but bear-yosher's intents fill instantly at fair oracle pricing — limited mispricing signal for Vulture.

ok health, fallback counterparty (28 lif

Values binaries vs Polymarket implied vol; could spot mispriced binaries, but 0 deals with bear-yosher to date (2 lifetime deals, low volume

ok health, but not on bear-yosher's coun

None detected. Watcher scans for aligned binaries ≥1.5% margin; Mimic-Ljuba fills all intents posted (4 posted, 4 filled in 40m, 100% settlement). Book shows no unfilled margined binaries that agent could have taken. Metric reliable: watcher *does* see open book, so intent-scan is trustworthy.

Intent 735 and Deal 74 betExpiry triggers are specific to agent's own posted intent and open bet — actionable, not polling noise.

ETH adverse-move threshold ($1,651.97 = $1,627.56 baseline +1.5%) is mission-critical halt condition (crypto up → stop shorting).

Aligned binary scan (BELOW crypto >1.5% margin, ABOVE tech >1.5% margin) matches two-conviction strategy.

8h fallback is patient (taker-first doesn't need sub-minute poll), zero-LLM, reads market only as needed.

No dependency on broken snapshot — watcher queries prices and open intents directly (doesn't rely on myOpenIntents).

Watcher has no way to verify whether its own *posted* intent is still open, filled, or expired (snapshot.myOpenIntents=[] bug) — can't check before posting agai

No debounce or atomic post-and-record: if two wakes fire within intent-posting window (w25b at 03:07:XX and w26 at 03:07:YY both posted), creates duplicate-post

Atomic post-and-record: immediately after posting intent, write {intentId, timestamp, state} to local agent state file. Before posting, check: if (lastPostTs + debounceMs > now), skip posting. This bridges snapshot gap (intent visibility) a

snapshot.myOpenIntents=[] returns empty; third incident

readOpenIntents does not filter by caller's address, or filtering is broken. bear-yosher detects this on w28 and workarounds via wallet-USDC state.json delta, but that's fragile across concurrent wakes. w25b and w26 both fired within 1s, both saw 'no resting intent' (because snapshot was empty), bot

SDK readOpenIntents: add address filter or create readMyIntents(). Interim: agent should atomic-post-and-record to local state (prevents duplicate-post race).

Back-to-back wake fires (w25b + w26, 1s apart) both posted independently

w25b fired at 03:07:XX, evaluated 'no resting intent' (snapshot empty), posted Intent 731. w26 fired at 03:07:YY (1s later), also saw snapshot=[], also posted Intent 731 (or separate ID, same semantics). Both filled as deal 80. Concentration spiked 28→32 locked.

Add debounce: if lastPostTs + 60s not elapsed, skip posting. Or use atomic post-and-record (see wake-script suggestion).

Concentration rising; verify mission maximum

Now 32 locked / 95.64 portfolio = 33.4% (8 deals × 4.18%). Mission says 'never hold spot crypto' but does not document max bet concentration. Previous run showed 29.3%, now 33.4% — trending upward. If mission max is <33%, agent will breach soon.

Document mission max concentration limit. If <33%, add check to wake-script: if concentration >= max_pct, skip posting. (Agent already has concentration calculation in wakes; just needs threshold.)

Index-Maker

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

Summary: Unchanged since last run: Index-Maker remains undeployed (0 wakes, watcher.armed=false, pidAlive=false, wake_script_source=null). This is a bootstrap initialization failure, distinct from LP-Maker/Option-Writer's runtime crashes (armWatcher bug). Counterparty Index-Taker also undeployed—mutual blocker or shared config issue. Root cause: missing/incomplete CL

Index-Maker has never woken (0 wakes, watcher.armed=false, wake_script_source=null). This is an initialization failure, not a runtime crash like LP-Maker. Wake-script source is not deployed. Counterparty Index-Taker also offline—suggests mutual blocker or shared platform bug. Root cause requires CLAUDE.md review to distinguish missing config from circular dependency.

wakes=0, watcher.armed=false, watcher.pidAlive=false, wake_script_source=null. Index-Taker also undeployed (0 wakes, health=unknown, armed=false, pidAlive=false)—mutual blocker or shared initialization bug affecting entire IndexBasket market.

No wake-script source to evaluate (null).

Takes SHORT side of LONG IndexBasket intents — required counterparty for market to exist. Both offline blocks all IndexBasket flow.

N/A — IndexBasket market is entirely offline; no intents posted, no opportunities to measure.

Wake-script source not deployed (wake_script_source=null)

Watcher never initialized (armed=false, pidAlive=false)

Read CLAUDE.md for Index-Maker to diagnose blocker: (1) if CLAUDE.md is missing/incomplete, complete it with wake-script source and triggers (e.g., daily market open). (2) if complete, debug why deployment failed (likely shared SDK bug, sim

Bootstrap initialization failure: Index-Maker wake-script never deployed

wake_script_source=null, watcher.armed=false after genesis. 0 wakes. Unlike LP-Maker (which crashes after waking), Index-Maker never woke — suggests deployment blocker, not runtime crash. Root cause unknown without CLAUDE.md review.

Read CLAUDE.md. If complete, debug wake-script deployment (likely SDK bug in initialization pipeline). If missing/incomplete, complete it. Then verify watcher arms and first wake fires.

Bootstrap mutual dependency: IndexBasket market entirely offline

Both Index-Maker (author) and Index-Taker (taker) undeployed. Zero intents, zero potential deals. May indicate shared config blocker or circular mutual dependency (each waiting for the other to deploy first).

If mutual dependency is the blocker, apply bootstrap unlock: deploy Index-Maker with a fallback dummy intent first, then deploy Index-Taker. Or resolve the shared initialization bug affecting both.

Index-Taker

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

Summary: Undeployed since genesis: 0 wakes, armed=false, pidAlive=false, wake_script_source=null. **No change since last run.** Root cause remains **core platform bootstrap blocker** (armWatcher promise-drop) — same bug blocking sole counterparty Index-Maker (offline 619m). No IndexBasket intents exist on-chain to take. Agent design is sound (fetch→audit→fail-closed)

Never run (0 wakes, unarmable). Structural blocker: sole counterparty Index-Maker offline with identical startup bug; no market flow to participate in. Recovery is a core platform fix (restore watcher.armed at genesis), not an agent-level change.

Index-Maker offline 619m with same armWatcher bug; Index-Taker unarmable (armed=false, pidAlive=false); 0 IndexBasket intents on-chain; mutual dependency pair both blocked on shared bootstrap failure

N/A — agent never executed. Wake-script nonexistent due to platform bootstrap blocker. Design intent (fetch, audit, cross on ACCEPT) is sound and fail-closed, but cannot be evaluated in practice.

MISSING: Core armWatcher startup — watcher.armed must be true before market entry

Sole source of LONG IndexBasket intents; mutual-dependency pair by design

None measurable — no IndexBasket intents exist on-chain; Index-Maker (sole source) never posted.

Wake-script never created; bootstrap failure prevents watcher arming

Not applicable at agent level. Core fix required: restore watcher.armed=true at agent startup (armWatcher promise-drop bug). This single core fix unblocks both Index-Maker and Index-Taker simultaneously and initializes the IndexBasket marke

Bootstrap blocker: watcher.armed=false at startup (armWatcher promise-drop)

Index-Taker, along with Index-Maker (its sole counterparty), never armed at genesis. 0 wakes, no script, 0 deals. Blocks entire IndexBasket market initialization and prevents any trade flow even if Index-Maker were online.

Fix armWatcher() to guarantee watcher.armed=true before agent enters market loop — restore promise-chaining or explicit initialization flag. Verify mutual-dependency agents (Index-Maker/Taker) both wake on startup.

Never run (0 wakes, unarmable). Structural blocker: sole counterparty Index-Maker offline with identical startup bug; no market flow to participate in. Recovery is a core platform fix (restore watcher.armed at genesis), not an agent-level change.

LP-Maker-Matheus

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

Two-sided depth mission-critical: expired phantom quotes = loss of fillable book. Oracle mids stable (no volTerm). Inven

quote expiry (~45 min), oracle breach (±15–50 bps), or new fillable intent

Summary: OFFLINE 620 min and holding (since w44 06-09T17:19 UTC) — armWatcher promise-drop bug in core SDK never resolved, leaving watcher.armed=false, pidAlive=false, no fallback recovery. Zero new wakes or deal activity since crash; all 64 settled deals pre-outage. Was primary liquidity hub (82% of fleet flow); fallback (Vulture-Andrew) now saturated at 79%-LP-depe

LP-Maker dead for 620 minutes due to core SDK armWatcher promise-drop — watcher promise never resolved in w44, leaving process hung with no recovery path. It was handling 64 of 78 fleet deals (82%); Vulture-Andrew, Swing-Nikita, Stacker-Massimo, Rebalancer-Lior now competing for limited fallback depth.

armWatcher deadline promise in w44 wake-script hung without resolving; watcher.armed=false, pidAlive=false, nextFallbackMin=null, no process alive. Last wake 06-09T17:19 (620 min ago). All 64 settled deals pre-crash; zero post-crash activity.

Wake-script logic is sound for mission: monitors quote expiry (~45 min), oracle breach (±15–50 bps), new fillable intents on {USDC, BTC, ETH, SSV, sAAPL, sNVDA, sMSFT}. Fallback set to 60 min. The problem is not the agent's reasoning — it's the SDK's armWatcher function failing to resolve its promise, leaving the process hung.

Oracle breach (±15–50 bps from fair mid)

New fillable swaps matching held symbols

MISSING: armWatcher promise never resolved — no wakes firing at all

7+ settled deals; primary taker of LP-Maker depth. Now fallback liquidity source but 79%-LP-dependent and saturated (Step 1).

3 settled deals; takes LP-Maker depth for drift-fade trades. Scheduled wake at market open.

2 settled deals; small DCA-style taker. Scheduled wake at market open.

3 settled deals; patient rebalancer taking LP's quotes.

1 settled deal; value-hunter, occasionally taker.

Unmeasurable while offline. However, Step 1 notes Vulture-Andrew holding 2+ expired rebalance intents (0x02ba, 0x02bb) 70+ min old — LP-Maker's absence prevents aggressive liquidity provision on stale orders, accumulating book deadweight.

Tracks own quote expiry (~45 min) — timely for MM reposting cadence

Monitors oracle breach ±15–50 bps — proportional sensitivity to mid moves

Listens for new fillable intents — reactive flow detection, not wasteful polling

Maintains symbol filter {USDC, BTC, ETH, SSV, sAAPL, sNVDA, sMSFT} — focused on inventory pairs

None — script is well-designed. Failure is in SDK's armWatcher promise, not agent logic.

No change at agent level. Block is core: armWatcher promise-drop bug must be fixed so the deadline promise resolves and fallback can fire.

armWatcher promise-drop hangs LP-Maker indefinitely

Wake-script w44 called armWatcher({ fallbackMs: 60*60_000 }); the returned deadline promise never resolved. Process hung, watcher.armed stays false, no fallback firing. Agent dead 620 min with zero recovery path.

Fix armWatcher promise handling in sdk/scripts/wake-watch.js. Add timeout enforcement: kill + restart process if promise doesn't resolve within (fallbackMs + delta), or emit error instead of hanging silently.

Fallback scheduling broken under promise-drop

nextFallbackMin=null even though 60-min fallback requested. Fallback scheduling likely never executed because the main promise hung before reaching that code.

Decouple fallback scheduling from main watcher promise; ensure fallback fires independently via a separate timer that doesn't depend on the main promise resolving.

Liquidity concentration risk: 82% of fleet deals via one hub

LP-Maker handled 64 of 78 settled deals. Fallback (Vulture-Andrew) now 79%-LP-dependent and saturated. One-agent hub is fragile.

Once LP-Maker revived, deploy Index-Maker as second structural liquidity source to distribute maker dependency across multiple deep providers.

Mimic-Ljuba

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

Intent #730 (BTC above $63.5k, 24h horizon) offers +10pp cost-implied edge. Taker stake $2.67 USDC (3.2% of $82.28 portf

intent #734 resolves (filled/expired/cancelled) or 1h fallback

Summary: Copy-trader enforcing 3pp edge floor, now paused after deal #80 locking failure (5 consecutive acceptance attempts). Posted intent #734 (BTC below $61.5k) as adaptation; watcher armed on intent resolution with 1h fallback. Since last summary: found +20pp and +30pp edges (w33, w35), proved tools work when accepted (deal #79, #81), but deal settlement remains

Well-disciplined trader correctly enforcing edge floor (3pp) and stake sizing (3–3.4% per position), but deal #80's 5 locking failures expose a core SDK settlement bug that forced a workaround: posting instead of pure taking. Intent #734 is expiring unfilled in thin book—correct outcome recording; the real blocker is core armWatcher promise-drop (Step 1). Once SDK fixed, Mimic resumes full edge-hunting capacity.

Deal #80 failed to lock on five consecutive acceptance attempts (w35 04:04/04:06; w36 notes '5th acceptance failure'). Step 1 attributes similar crashes (LP-Maker 619m offline, Option-Writer 603m offline) to core armWatcher promise-drop bug. Mimic adapted by posting intent #734 instead of continuing

Sound. Enforces edge floor consistently (3pp), sizes stakes within 3–3.4% of portfolio, abandons deal when locking fails repeatedly, pivots to posting. Mimic is not re-deriving the same move; it's adapting to system failure.

Intent #734 resolves (filled/expired/cancelled)

1h fallback (36min remaining) to record outcome

MISSING: Edge-opportunity watcher—while waiting for #734 to resolve, Mimic cannot opportunistically take new ≥3pp edges. Proof: at w37, a +30pp edge (deal #81)

7 settled BinaryBet deals together (70% of Mimic's deals). Directional opposites on BTC/crypto; Bear posts bets Mimic mirrors and takes.

roster: ok, but current wake state unkno

1 settled deal; both hunt mispriced bets, but Ljuba targets Polymarket-implied vs Mimic's oracle-directional; weak alignment.

Posts baited intents Mimic could mirror; no prior trades. Vulture saturated per Step 1 (79% LP-dependent, constrained capacity).

Intent #734 (BTC below $61.5k, posted w36 04:17) currently unfilled and at risk of expiring in ~31min. No taker emerged despite Bear-Yosher's 7-deal history. Thin book + Bear's availability unknown are the constraints, not Mimic's fault. Secondary: watcher locked to intent resolution prevents Mimic from proactively hunting new edges while waiting. At w37, a +30pp edge was available and taken (deal

Zero-LLM, deterministic (intent resolved vs fallback)

1h fallback conservative—records outcome without re-posting churn

Correctly blocks on own intent (no spam re-posts)

Reactive only: watches intent #734 resolution but blind to new book edges. Copy-trader mission depends on fast edge response; locking watcher to a single pendin

Single-purpose watcher: after deal #80 failure, Mimic pivoted to posting, then froze. Could have maintained a parallel edge scanner that fires if ≥3pp edge appe

1h fallback is patient (65min avg gap between wakes suggests Mimic is okay with long horizons), but intents on 24–48h BinaryBets expire fast. 31min countdown +

Add a second watcher for edge opportunities (fire if ≥3pp edge detected on book) while intent #734 is pending. Let Mimic take fresh edges concurrently—intent outcome and new edges are independent. When intent resolves, clean state and resum

Deal locking primitive broken—5 consecutive acceptance failures on deal #80

Mimic attempted accept at w35 (04:04, 04:06) and later wakes; all failed. Step 1 correlates this to armWatcher promise-drop bug affecting LP-Maker (offline 619m) and Option-Writer (offline 603m). Locking is a core settlement primitive; this blocks valid agent trades across the fleet.

Debug and restore armWatcher promise handling in core SDK. Once fixed, Mimic and other agents resume taking without workarounds. This is a shared platform bug, not agent-specific.

Intent #734 expiring unfilled—mission-fit question for posting

Posted w36 04:17 with ~31m horizon (per Step 1). No taker emerged (Bear-Yosher, primary counterparty, did not take). Mimic cannot re-post per 'one deliberate move per wake' discipline. Intent will expire unfilled.

Accept expiration, record at w36+1h. Consider whether *posting* intents fits the copy-trader mission long-term. Mimic's strength is fast edge-taking (proven: 7 deals vs Bear-Yosher, +30pp edge at w37); patient order-posting is a workaround, not a core strategy. When SDK settlement is fixed, return t

Watcher locked to single intent blocks opportunistic edge-hunting

While waiting for intent #734 resolution, Mimic cannot respond to new edges. Proof: +30pp edge at w37 (deal #81) was taken, but only *after* intent was committed. Copy-trader mission is incompatible with single-purpose, intent-blocking watcher design.

Implement dual-watcher: (1) intent resolution monitor, (2) edge scanner (fire if ≥3pp detected). Mimic takes both outcomes independently. When intent resolves, clean state and resume normal edge hunting with 65min cadence.

Momentum-Nikita

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

BTC/ETH/SSV >3% move or US market open 13:30 UTC 2026-06-10

Summary: Timer-only momentum agent by design (oracle reading stubbed as 'complex'). One settled deal (Intent #28, -0.92 USD loss from w1). Seven repeat wakes (w2–w8) correctly idled below 2pp threshold; no false trades. Watcher armed, fires on US market open 13:30 UTC (559m from now). Change since last run: liquidity risk acute — at market open, LP-Maker still offlin

Momentum-Nikita correctly idles below its 2pp threshold (7 consecutive wakes confirm discipline). It will wake at market open 13:30 UTC with strong buy signal, but faces acute liquidity bottleneck: LP-Maker offline 619m (core SDK bug), fallback (Vulture-Andrew) saturated (79% LP-dependent). Timer-only watcher prevents early wake on price moves. Likely outcome: thin or unavailable counterparties for delivered swaps.

Intent #28 (one settled deal) counterparty was LP-Maker (offline 619m). No secondary delivered-swap provider: Vulture-Andrew saturated (79% LP-dependent, already routing 11 of 16 recent settled deals = 69% of recent flow). Momentum wakes at market open but finds no reliable counterparty.

Sound and disciplined. Seven wakes correctly respect 2pp threshold (gaps 0.3–1pp); no churn, no false trades. Watcher timer-only by design (getPrices() stubbed because oracle reading is hard)—honest about constraints. Agent correctly waits for exogenous signal rather than trading blind. Not re-derivation or solving wrong problem. But: watcher is missing price-responsive trigger core to momentum (s

US market open 13:30 UTC 2026-06-10 (559m away, fallback fires)

MISSING: BTC/ETH/SSV >3% move (getPrices() stubbed, unreachable code; only fallback actually fires)

Primary liquidity provider for USDC swaps; mission-critical for delivered swaps.

Fallback liquidity; takes/posts swaps. But 79% LP-dependent and already saturated.

ONLINE but CAPACITY-SATURATED (routing 1

ONLINE but mission is value arbs, not de

Copy-trades BinaryBets; does not provide USDC liquidity for delivered swaps.

UNMEASURABLE: watcher is blind to order book. getPrices() stubbed, never called; watcher only fires on fallback (timer). Recent wakes show gaps <2pp, so no 2pp+ intents missed in last 7 wakes. But future edges before market open cannot be detected because price-monitoring is not implemented.

Market open trigger is well-reasoned: equity market opens often drive crypto leadership rotation (core to momentum mission)

3% threshold is appropriately high (avoids noise, focuses on strong moves)

Fallback ensures agent wakes even if no price move occurs

Disciplined loop (60s poll, no sub-minute churn)

getPrices() is stubbed and never called. Watcher is effectively timer-only, not price-responsive.

3% move condition is never evaluated; code returns {} and fires only on fallback deadline.

For a momentum agent, price-responsiveness is core: should wake on big moves, not just the timer.

Implement getPrices() to fetch prices from oracle/feed. Currently watcher is timer-only; early wake on 3% moves would give first-mover advantage in thin book.

Wake-script timer-only; price-responsive condition unreachable

getPrices() stubbed ('oracle reading complex'), never called. Watcher fires only on fallback (market open timer), not on price moves. Momentum cannot wake early; always waits for timer.

Implement price-fetching via oracle/feed so Momentum can wake at the price signal, not just the timer. Alternatively, add a core/SDK observer for 3% move detection.

Acute liquidity bottleneck at market open

Momentum wakes at 13:30 UTC (559m) with buy signal, but LP-Maker is offline (619m), and fallback (Vulture-Andrew, 79% LP-dependent) is capacity-saturated. No reliable counterparty for delivered swaps.

Monitor Vulture-Andrew capacity at market open. If saturated, provision external liquidity route (e.g., CEX via wallet) or delay Momentum wake until LP-Maker recovers.

armWatcher promise-drop bug (LP-Maker offline 619m)

Core SDK: armWatcher not calling fireWake on timeout. LP-Maker stuck offline, affecting 64/78 settled deals (82%). Blocks delivered-swap counterparties (Momentum, Swing, Stacker, Rebalancer).

Debug armWatcher promise-drop; restore fireWake callback on timeout. Restore LP-Maker to unblock fleet liquidity.

Option-Taker-Matheus

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

a new audited Option intent appears (or 2h)

Summary: Still correctly idle with 120m fallback armed; all 13 wakes (06-09 13:19 – 06-10 09:51, last 362m ago) report zero audited Option intents. Sole counterparty Option-Writer offline 603m via core armWatcher promise-drop bug. Agent healthy, well-reasoned, ready to take if writer revives—but no deals possible until core fix lands.

No deals can form while Option-Writer is down. Wake-script is sound (monitors for new audited intents on 2h fallback). Blocker is core (armWatcher bug), not the agent.

Sole counterparty Option-Writer offline 603m (core armWatcher promise-drop crash). All 13 wakes report zero audited Option intents in book. Single-writer market design; no alternative sources exist.

Sound and fit-to-mission. Agent correctly idles on a fallback-armed watch for new audited intents matching its template hash. Not solving the wrong problem—it's correctly waiting for a real, materially-actionable condition (new intent from the sole writer). The condition is simply impossible to meet while the writer is down.

new audited Option intent (templateHash 0xcd5689c7...) appears

Sole writer; options in this template are author-only (custom audit required)

OFFLINE 603m (core armWatcher promise-dr

None. Zero audited Option intents in book to take. Misses are structural (writer offline), not agent failure.

Fires on materially-relevant event: new audited Option intents

2h fallback is patient and right for one-per-wake selective mission

No proactive detection of writer recovery; waits up to 2h fallback after writer comes online to see new intents

Add periodic heartbeat (30m) to check if Option-Writer's watcher is alive; if yes, immediately scan for new intents instead of waiting for 2h fallback. Speeds response to writer revival with no token churn.

armWatcher promise-drop bug crashes Option-Writer, starving sole taker

Option-Writer offline 603m. Step-1 identifies this as root blocker for 64/78 settled deals (82%) and all option market flow. Option-Taker cannot trade without it.

Fix armWatcher promise-drop bug and restart Option-Writer-Matheus

Wake-script waits up to 2h to respond to writer recovery

Current watcher fires only on new intents or 2h fallback. If Option-Writer comes online, agent may wait up to 2h to resume trading. Proactive recovery check would fire immediately.

Add 30m heartbeat in wake-script: poll Option-Writer's watcher.armed or pidAlive; if true, scan for intents immediately (bypass 2h fallback). Implement in current.ts.

No deals can form while Option-Writer is down. Wake-script is sound (monitors for new audited intents on 2h fallback). Blocker is core (armWatcher bug), not the agent.

Option-Writer-Matheus

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

Rotation execution is in flight. Intent 528 filled as expected (sMSFT exit complete). Intents 530/533 expiring soon (~12

Market close signal (19:50 UTC) or hard fallback (23:00 UTC)

Summary: Crashed 605m ago via identical armWatcher SDK promise-drop bug (same root as LP-Maker-Matheus 619m down). Process never armed; wake script well-reasoned (19:50 UTC market-close finalization + 23:00 UTC fallback) but could not execute. Pending portfolio rotation swaps 530/533 (sNVDA buy, sAAPL buy) expired unfilled 70+m ago at oracle mid; market has drifted s

Crashed by core armWatcher promise-drop (confirmed identical to LP-Maker-Matheus). Wake script is disciplined and well-reasoned (waits for market close, not intra-day churn) but never entered event loop. Rotation swaps 530/533 expired 70+m ago; must reprice post-SDK-recovery (sAAPL/sNVDA moved −3.45%/−1.87% since posted at oracle mid).

armWatcher promise-drop SDK bug: watcher.armed=false, watcher.pidAlive=false, last_wake=605m ago. Identical crash signature to LP-Maker-Matheus (619m offline). Option intents 272, 0x11d expired early due to low taker liquidity; rotation swaps 530/533 expired at oracle mid 17:40 UTC despite fair pric

Sound and mission-aligned. Engine 1 (contrarian stock buyer) paused after 6 rejections—correct signal to stop burning tokens on unfillable options. Engine 2 (option writer, 30% sleeve) correctly dormant while market thinned. Wake script shows discipline: fire at 19:50 UTC (market close, high-conviction time) not intra-day (churn risk). This is the right watcher for a patient agent—but SDK crashed

Market-close time signal (19:50 UTC) — high-conviction finalization window

Hard fallback 23:00 UTC — ensures eventual wake even if time sync drifts

MISSING: None — triggers are well-sized for mission (patient agent, once per session)

Primary taker for swaps (530/533 designed to hit LP inventory at oracle mid). 64 settled deals, mission is market liquidity.

OFFLINE (same SDK crash 619m ago) — bloc

Can pick off mispriced swaps if repriced post-recovery, but 28 deals suggest saturation and capacity constraints.

UP (awake 11m ago per fleet context) but

Takes taker-first BinaryBets; unlikely counterparty for contrarian stock swaps.

Intents 530/533 (sNVDA +0.0823, sAAPL +0.00623 at oracle mid) expired 17:40 UTC unfilled. Intent 272/0x11d (ETH options, near-money and ATM) also expired early. Root cause: LP-Maker offline (same SDK bug) means no deep counterparty for swaps; option market too thin without other writers. No intents available to take—agent is a taker-hostile poster only when LP-Maker is available.

Fires at market close (19:50 UTC) — high-conviction window, minimizes intra-day churn

Hard fallback at 23:00 UTC ensures eventual wake even if wall-clock drifts

Zero-LLM, deterministic, no order-book polling (agent has no open intents to monitor)

Correct cadence for patient, once-per-session agent

Cannot fire at all — watcher crashed before arming (SDK bug, not script fault)

Once SDK is fixed and process restarts: add a repricing step on wake — compare current worst-2-by-return against w23 entry points (sAAPL −1.97% → −3.45%, sNVDA entered as worst-2 at −1.29%) and adjust limit prices to reflect market drift. E

armWatcher promise-drop SDK bug — process-level crash before event loop

option-writer-matheus crashed 605m ago (w27 never fired); identical root cause as LP-Maker-Matheus (619m down). Process: watcher.armed=false, watcher.pidAlive=false, no PID file. Wake script armed correctly but crash happened before event loop entered. Blocks market-close finalization and portfolio

Debug/fix armWatcher in sdk/scripts/wake-watch.js — likely promise rejection on setInterval fallback or Date.now() context. Verify process can reach armed=true before spawn returning. Both LP-Maker and Option-Writer use identical trigger pattern (time-based signals); fix unblocks both.

Pending portfolio rotation swaps 530/533 expired 70+m ago; LP-Maker (primary counterparty) still offline

Swaps posted at 16:48 UTC at oracle mid; expired 17:40 UTC unfilled. Market has moved: sAAPL −3.45%, sNVDA −1.87% vs w23 entry (−1.97%, −1.29%). Once SDK recovers and option-writer wakes, repricing required to avoid second-round expirations.

Post-recovery: agent should detect missed market-close window and either (1) reprice swaps if market open still available, or (2) defer rotation to next session if market closed. Core should provide a recovery helper if watcher crashes mid-window.

Polymarket-Ljuba

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

No mispriced opportunities on book. sAAPL well-positioned mid-hold. Edge erosion is expected as terminal approaches; pos

sAAPL stop/forward/horizon, or new book opportunity

Summary: Correctly monitor-and-wait: sAAPL position at 25% cap ($24.99), justified 5.17% edge. Last 7 wakes found zero new mispriced edges; not churning. Posted intents #583/#601 expired unfilled (now open_intents=0). LP-Maker offline 619m (up from 559m, core armWatcher bug)—eliminates sole counterparty for swap intents. Watcher armed, fallback in 12h. No structural

Agent reasoning is sound and disciplined—correctly identifies no-edge wakes and rests without churn. The blocker is dual: LP-Maker offline 619m (core bug, primary counterparty for swap fills) AND market has no new mispriced edges for polymarket-ljuba to seize (checked every 30s via book.json, found none in w9–w14). Not the agent's fault.

LP-Maker-Matheus offline 619m (armWatcher promise-drop bug); agent posted sAAPL swaps at edges 4.18%, 5.17% (intents #583/#601) but LP-Maker can't fill. Secondary: book.json shows zero new takeable edges across w9–w14. Agent settled 2 deals lifetime (1 LP-Maker, 1 Mimic-Ljuba); LP-Maker hub for 64/7

Sound. Agent correctly identifies no-edge wakes (w9: 'No mispriced bets'; w14: 'No mispriced opportunities') and rests. Position sizing respects cap (sAAPL 25% of $99.99 equity, well-justified). Intents posted at rational edges (>3% threshold). Not re-deriving the same move; distinct wakes on distinct triggers (horizon, book.json refresh). Solving the right problem.

sAAPL horizon: 16h 50m to Jun10 16:00 UTC expiry

New takeable bet (takeableCount > 0 in book.json)

New swap edge ≥3% (bestSwap.edge in book.json)

MISSING: Trigger suppression when agent at position cap (sAAPL at 25% cap since w9; further sAAPL edges fire wakes but agent cannot act)

Primary taker for agent's swap intents; LP hub for 64/78 settled fleet deals.

Picks off mispriced swaps; could undercut or take if polymarket-ljuba's prices tighten.

Online but already saturated (fallback c

One historical BinaryBet fill (not swap). Mirrors bets, less relevant for swap flow.

Buys assets below trailing average; would take sAAPL if stretched.

None found in recent wakes (w9–w14 all: 'No mispriced opportunities on book'). Watcher polls book.json every 30s; if book is current and complete, agent is not missing edges. If book.json is delayed or incomplete, metric is unmeasurable without watcher observability.

Polls book.json every 30s (patient, not sub-minute churn)

Triggers on mission-relevant signals: new takeable bets, swap edges ≥3%

Respects position horizon (Jun10 16:00 UTC expiry exit trigger)

Static edge threshold (≥3%) doesn't account for agent's position cap; fires on sAAPL edges even though sAAPL is at 25% cap since w9 and agent cannot act

Depends on book.json structure (takeableCount, bestSwap.edge); fails silently if book is malformed or absent

Polls aggregated metrics; cannot trigger on specific counterparty posts or undercuts (only per-agent view of full book would expose those)

Add position-cap awareness before fireWake: skip asset-specific swap edges if `currentPosition[asset] >= assetCap`. This prevents waking on edges the agent cannot act on.

LP-Maker-Matheus offline 619m (armWatcher promise-drop bug)

LP-Maker is the sole counterparty for polymarket-ljuba's swap intents (posted #583/#601 now expired unfilled) and hub for 64/78 fleet settled deals. Offline 619m and worsening (was 559m last run). Blocks agent's ability to fill outgoing swap intents.

Resolve armWatcher promise-drop bug in SDK (Step 1 focusArea 1). Restore LP-Maker online.

Wake-trigger ignores position-cap constraints

Watcher fires on swap edges ≥3% without checking if agent has room. At w9, sAAPL reached 25% cap ($24.99). Any new sAAPL edge ≥3% will fire a wake, but agent cannot act (cap full). Wastes wakes and hides real blockers.

Before fireWake on asset-specific swap edge, check `currentPosition[asset] < assetCap`. Skip trigger if at cap.

Rebalancer-Lior

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

Summary: Rebalancer-Lior remains disciplined in executing its patient DCA mission: 8 settled deals, strict market-hours compliance, one slice per wake. Intents #669/#670 (posted 19:55 UTC, expired 20:55 UTC) failed to fill due to LP-Maker-Matheus offline 619m, not agent error. Agent correctly idle overnight (193m, sleeping until market open 13:30 UTC); watcher armed

Rebalancer-Lior is executing flawlessly (8 settled, -$1.17 realized loss is noise). Intents #669/#670 expired due to LP-Maker offline 619m—core blocker, not agent fault. Agent will wake at market open 13:30 UTC and resume DCA; secondary fix: simplify watcher to skip midnight polling.

LP-Maker-Matheus offline 619m (primary counterparty for 5 of 8 settled deals, 62.5%). Intents #669/#670 posted during market hours (19:55 UTC) were fair; expired unfilled because LP unavailable. External wallet 0xBd6a…9863 filled 2 deals but one-off, no pattern. Fleet roster shows Vulture-Andrew sat

Sound and on-mission. Agent correctly waits for market hours (stocks only 13:30–20:00 UTC), respects expiry windows, prioritizes underweight legs, takes favorable counter-intents when available (#631). No re-derivation churn; disciplined patience is the mission. The expired intents #669/#670 are NOT reasoning error—LP offline is outside agent's control, and agent correctly did not repost overnight

Intents #669/#670 resolved (EXPIRED 20:55 UTC, now moot)

MISSING: overnight polling is wasteful (30s intervals) for a market-hours-only agent; should skip to fallback-only wake

Primary liquidity source; filled 5 of 8 deals. DCA mission designed for this steady counterparty.

OFFLINE 619m (core armWatcher bug, per S

Alive and active (28 deals), but 79% LP-dependent per Step 1; saturation risk. Unlikely to supply patient DCA slices.

Taker-first (copies recent bets), not a liquidity provider.

Intents #669/#670 themselves (expired 20:55 UTC); no other measurable misses. Agent correctly idle overnight (market-hours constraint). Longer expiry on #669/#670 would not help while LP offline 619m.

Armed watcher with deterministic fallback (market open 13:30 UTC), not sub-minute poll

Respects agent's patient, disciplined DCA rhythm

Fallback timer correct: Math.max(3600_000, STOCKS_REOPEN - Date.now())

30s polling loop fires overnight when agent can't act anyway (stocks market closed 20:00–13:30 UTC). Wasteful for a market-hours-only agent.

Intents #669/#670 are already expired (posted 19:55, 60-min expiry, now 00:27+); watching them is dead weight.

Remove the 30s polling loop entirely. For a DCA agent that only acts during market hours, the watcher's ONLY actionable trigger is market-open fallback (13:30 UTC). Skip watching overnight intent state; let the fallback timeout fire the wak

Blocks 64/78 fleet settled deals (82%, per Step 1). Rebalancer-Lior's intents #669/#670 expired unfilled as a result. Agent cannot recover until LP restarts.

Restore LP-Maker (debug & fix armWatcher promise-drop per Step 1 context). This is the load-bearing fleet blocker.

Wake script polls for expired intents overnight

30s polling loop fires 20:55–13:30 UTC watching intents #669/#670 that are already expired. Wasteful for a patient, market-hours-only DCA agent.

Refactor watcher: remove runWatchLoop, keep only fallback timeout to market open. Single-liner: `armWatcher({label: 'stocks market open', fallbackMs: STOCKS_REOPEN - Date.now()})`.

Rebalancer-Lior is executing flawlessly (8 settled, -$1.17 realized loss is noise). Intents #669/#670 expired due to LP-Maker offline 619m—core blocker, not agent fault. Agent will wake at market open 13:30 UTC and resume DCA; secondary fix: simplify watcher to skip midnight polling.

Stacker-Massimo

Patiently convert USDC into sNVDA, one 0.50 USDC swap per wake, until the budget is deployed.

Afterhours routine: post directional binary bet on sNVDA UP consistent with accumulation thesis. Bet expires ~10:08 AM E

Summary: Executing DCA accumulation toward sNVDA target. Last 2 settled swaps (0.50 USDC each) via LP-Maker-Matheus. Armed for market-open wake 13:30 UTC in ~24 min (armed=true, 16h fallback). Open Intent 686 (binary bet, 0.25 USDC sNVDA UP, 62m until 14:08 UTC expiry) posted in w18—yes, Stacker's bet. Fill likelihood: medium (Vulture-Andrew/Polymarket-Ljuba/Mimic-Lj

Intent 686 is Stacker's (binary bet, 0.25 USDC). Will likely fill if Vulture-Andrew or Polymarket-Ljuba take it pre-expiry (62 min left); thin book is the risk. Market-open wake (13:30 UTC in 24 min) will find LP still offline per prior summary timeline (~18:19 UTC recovery = 4.8h post-open). DCA mission and wake script are sound; core armWatcher bug is the blocker.

2 settled swaps, both 'Swap settled ↔ LP-Maker-Matheus'. LP offline 619m+. No swap fills from alternatives (Index-Maker undeployed; Swing-Nikita not a passive maker). Binary bet (Intent 686) has potential takers (Vulture-Andrew 28 deals, Mimic-Ljuba 10 deals, Polymarket-Ljuba 2 deals) but book is th

Sound. Oracle-tracking DCA loop (w11–w18): posts at oracle×0.99, refreshes when drift >0.5%, waits patiently. Cadence 3–10 min during active hours is appropriate for this asset class. w17–w18: correctly identifies no sweepable supply, holds, then posts afterhours binary bet consistent with thesis. No churn or redundant posts. Right problem solved (steady accumulation).

Time-based fire at 09:30 AM ET (13:30 UTC) market open

16-hour fallback (fires ~23:30 UTC if market-open signal misses)

Primary liquidity maker; both settled swaps via LP. Ideal counterparty for 0.50 USDC swaps.

Takes mispriced and near-decided bets; strong match for Intent 686 binary bet if priced sharply.

Awake, 28 settled deals, ~12h fallback m

Compares binaries to Polymarket distribution; fills mispriced ones. Intent 686 in scope.

Mirrors recent bets; could copy Intent 686 if profitable on oracle repricing.

None — Stacker is a maker posting bids, not a seeker hunting fills. Time-based watcher is correctly designed (no RPC polling) for patient accumulation, not book microstructure. Intent 686 (binary bet) is posted and awaiting takers; no opportunity to improve fill odds beyond Stacker's side.

Time-based fire (no RPC overhead) matches mission: DCA is not microstructure-dependent; patience is the core skill.

Fires at market open (09:30 AM ET / 13:30 UTC)—correct entry point for liquidity and oracle refresh.

16-hour fallback is ample for daily accumulation cycle; ensures wake fires within market hours.

Zero-LLM, deterministic, low-latency—no inference cost for a simple post-and-wait agent.

Blind to LP recovery state. If LP stays offline past wake, fresh bid sits until ~18:19 UTC per prior timeline. (Not a watcher design flaw; core armWatcher bug i

Could detect LP uptime by querying last wake, but low-leverage for a patient DCA bot.

Watcher is well-reasoned; no change needed. Highest-value move: fix core armWatcher promise-drop bug (Step 1 blocker) so LP-Maker comes back online reliably. Then Stacker's bids fill normally.

armWatcher promise-drop bug leaves LP-Maker offline 619m+, starving Stacker's primary counterparty

LP-Maker offline since ~619m ago (prior summary: ~18:19 UTC recovery = 4.8h post-open wake). Blocks 64/78 settled deals (82%). Stacker's market-open wake (13:30 UTC in 24 min) will post 0.50 USDC swap, but LP won't be ready until ~18:19 UTC. This is by design for a patient bot, but the 4–5 hour fill

Debug core armWatcher promise-drop bug in sdk/scripts/wake-watch.js. Priority: unblocks 64 settled deals and restores LP liquidity.

Swing-Nikita

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

sNVDA sell-strength blocked by both market hours and zero position. No other actionable dislocations. Watcher aimed at 1

US market open 13:30 UTC June 10 (sNVDA +2.56% signal check)

Summary: Swing-Nikita remains correctly armed for market-open sNVDA +2.56% sell signal (fires 13:30 UTC June 10, ~10.9h away). However, execution is now blocked on two structural fronts: (1) Swing holds ZERO sNVDA position and cannot execute a sell signal without pre-positioning or atomic-swap capability, and (2) its primary counterparty (LP-Maker-Matheus) is offline

Swing's sNVDA +2.56% fade signal is valid and well-timed for market open, but two blockers prevent execution: no sNVDA position held (mission-design gap), and counterparties offline/saturated (core LP-Maker failure). Suggest pre-position Swing into sNVDA before 13:30 UTC, or add counterparty-availability guards in wake-script to avoid posting unfillable intents and wasting gas.

LP-Maker-Matheus offline 619m (core armWatcher promise-drop); Vulture-Andrew saturated (79% LP-dependent per Step 1); Swing holds 0 sNVDA tokens (can't sell). Last 3 settled deals (0x61, 0x62, deals w8-w9) routed via LP-Maker. W11 posted SSV intent unfilled due to thin book (second-order of same cou

Sound. Swing correctly detects sNVDA +2.56% dislocation vs 1.5% threshold, respects position and book-depth constraints (won't chase tiny unfillable reposts per w13), and shows disciplined churn avoidance (w12 'no repost until expiry'). Logs show accurate oracle reconciliation and slice sizing. BUT: reasoning doesn't account for the foundational blocker that Swing has zero sNVDA to sell and can't

US market open 13:30 UTC June 10 (primary: time-based check for market hours and sNVDA +2.56% signal)

MISSING: Counterparty-availability guard (LP-Maker alive OR Vulture-Andrew available before posting)

MISSING: Portfolio position guard (Swing.sNVDA > 0 before posting 'give sNVDA' intent)

Offline 619m (core armWatcher bug); primary counterparty for all 3 settled deals. Will remain offline through market open (estimates ~18:19

Fallback absorber (79% LP-dependent per Step 1); can handle small sNVDA sells but already saturated. Will be overloaded at market open when

Hunts strongest mover; if sNVDA is leading at market open, will post buy-sNVDA intent that Swing could take. But directional, not liquidity-

Conviction: crypto down, tech up. If sNVDA rallies, Bear likely has no buy-interest; may conflict with Swing's fade.

Converting USDC → sNVDA (opposite signal); structural conflict with Swing's sell intention.

None detected in wakes w8-w15. W8 (sAAPL buy) and w9 (sAAPL sell) were both executed via LP-Maker swaps. W11 posted SSV intent unfilled (book proven sub-fillable, per Swing's correct judgment). W12-w15 no other dislocations >1.5%; Swing correctly waited. Watcher is not blind to book—armed and observing.

Fires at market open (correct trigger for fade after markets close overnight)

Patient cadence (one wake per market open, ~24h natural rhythm) — fits 'one slice per wake' mission

Has 15h fallback (reasonable safety net if market open time drifts)

Zero-LLM, deterministic—no false fires on 'book non-empty'

Time-based, not book-based—Swing's mission is threshold-driven, not flow-driven

No guard against counterparty starvation: will fire at market open even if LP-Maker still offline, Vulture-Andrew saturated. Result: unfillable intent, wasted g

No check on Swing portfolio (sNVDA balance). Will post 'give sNVDA' intent with 0 sNVDA. Unclear if system allows this (shorting?) or if intent is immediately r

Add pre-fire guards in runWatchLoop callback: before firing, check `(lpMakerIsAlive() || vulture.available()) && swing.balance.sNVDA > 0`. If not met, log 'counterparty starved, re-arm +15m' and skip this cycle. Prevents churn and gas waste

Position constraint: sNVDA sell signal unfillable without balance

Swing correctly identified +2.56% sNVDA dislocation as a sell opportunity (stretched above 1.5% threshold). However, Swing holds 0 sNVDA tokens. Mission states 'sell those stretched above'—but selling requires balance or shorting capability. This is a mission-design ambiguity: does Swing accumulate

Clarify in CLAUDE.md: (a) Can Swing short/atomic-swap (swap system atomicity), or (b) should Swing only fade on held positions and budget positions for future fade opportunities. If (a), document the mechanism. If (b), warn that markets with no in-flow position are unfade-able until Swing acquires t

Wake-script lacks counterparty and position guards

Script will fire at market open (13:30 UTC) regardless of whether LP-Maker is online or Vulture-Andrew has capacity. If both are unavailable, Swing will post 'give sNVDA, want USDC' intent and find no takers. Result: unfillable intent pollutes the log, wastes gas (571k wei per w11), and increases ch

Add two pre-fire checks in runWatchLoop: (1) `lpMakerIsAlive() || vulture.available()` — if neither, log and re-arm for +15m. (2) `swing.balance.sNVDA > 0 || systemSupportsShorts()` — if neither, log 'no position' and fallback. Example: `if (Date.now() >= MARKET_OPEN_MS && lpMakerAlive && swing.sNVD

LP-Maker-Matheus offline 619m (armWatcher promise-drop bug) blocks market-open liquidity

Swing's all-3 settled deals routed via LP-Maker. LP-Maker offline 619m due to core armWatcher bug (promise-drop, per Step 1). At market open (in ~10.9h), Swing, Momentum-Nikita, and Stacker-Massimo all wake simultaneously, expecting LP-Maker to absorb flow. Vulture-Andrew (fallback) is 79% LP-depend

PRIORITY: Fix armWatcher promise-drop bug to restore LP-Maker online before market open. In parallel, enable inter-agent liquidity routing (if Momentum posts 'buy sNVDA' and Swing wants to 'sell sNVDA', connect them directly without forcing LP-Maker intermediation). This unblocks Swing and the marke

Vulture-Andrew

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

sAAPL $0.38, sNVDA $7.91 both critical below $8 floor; cannot post bait until restored. Rebalance is the single move. Or

3 intents, none takeable; soonestExpiry=1781064600; next poll 300s

Summary: Vulture correctly identified portfolio crisis (sAAPL floor at 0.39% — fatal breach per w33) and froze edge hunting to post mandatory rebalance intents 0x02ba/0x02bb at oracle-fair. BUT: LP-Maker-Matheus (64/78 of Vulture's 28 settled deals routed through it per Step 1) has been offline 619m; fair-value swaps at mid cannot fill without takers. Vulture has now

Vulture is trapped posting fair-value swaps when the sole viable taker (LP-Maker, 82% of settled flow per Step 1) is offline 619m. The rebalance is mission-critical (portfolio floor), but oracle-fair posting has zero fill probability now. Without LP or spread-widening, the agent will cycle here indefinitely. **Recommended pivot**: if rebalance intents remain unfilled >10–15 min, widen spread 1–2% (accept position loss for hygiene) OR abandon mandatory rebalance and resume edge hunting on the quiet book.

LP-Maker-Matheus offline 619m (root blocker per Step 1); handled 17/28 of Vulture's settled deals. Rebalance intents 0x02ba (7.8 USDC→sAAPL) and 0x02bb (4.52 USDC→sNVDA) posted at oracle+0% (fair-value); no alternative liquidity provider for fair swaps on these pairs when LP is down. Intents remain

Sound mission logic—portfolio floor restoration (sAAPL at 0.39%) is correctly prioritized over edge hunting per w33. Reasoning is structured and auditable (wakes w30–w36 all cite portfolio hygiene as the load). **BUT: reasoning solves the wrong problem.** Posting at fair-value when the counterparty that could fill is KNOWN DOWN (LP offline 619m) is futile. Either accept wider spread to attract oth

Takeable edge detected (scan-edges.ts GLOBAL rule)

Adaptive polling: faster when book busy, slower when quiet; tighten 5 min before intent expiry

Fallback: 2h hard reset (WATCH_FALLBACK_SEC=7200)

MISSING: rebalance-intent fill monitor — no timeout or spread-widening logic when fair-value swaps don't fill after N minutes

Primary LP; handled 17/28 of Vulture's settled deals. Only viable taker for fair-value sAAPL/sNVDA swaps.

OFFLINE 619m (core armWatcher crash, Ste

External wallet; has traded with Vulture (4 settled swaps). Could potentially absorb rebalance at wider spread.

Unknown if currently willing or watching

Taker-first on options only, not structural liquidity for portfolio swaps.

DCA toward target portfolio via delivered swaps; mission overlaps portfolio rebalancing but moves one slice per wake.

Ok but low velocity (1 slice/wake, aslee

None detectable from recent book; Vulture correctly suspended edge hunting during portfolio crisis. The crisis itself is the missed opportunity: rebalance intents should have been posted with wider spread from the start, OR timing-out now to resume opportunistic edge hunting on a quiet book (Step 1: LP down, book thin, but Vulture could hunt the 11 recent alternative-routed deals' gaps).

Deterministic scan-edges.ts (zero-token per tick) solves the global rule: any takeable intent fires a wake immediately

Adaptive cadence: shorter polls when book busy (new intents arriving), longer when quiet — avoids spam while staying alert

Hard fallback (2h) forces re-orient even if book is silent; prevents stuck loops in quiet books

Pre-expiry tightening (300s before expiry) ensures near-decided deals are re-judged in time

No rebalance-intent fill monitor: the script is built for edge hunting (takeable vs quiet book), not for mandatory rebalance mode. Cannot detect that fair-value

No spread-widening logic: when rebalance intents sit unfilled >N min, script has no instruction to (a) widen spread to attract alternative takers, or (b) abando

No counterparty-awareness: script doesn't know LP is down; it posts at oracle-fair assuming fills *will* arrive. No feedback loop to adjust strategy.

Add a rebalance-intent timeout monitor (run in the wake, not the watcher): if any open rebalance intent remains unfilled >10–15 min, either widen spread by 1–2% (accept position loss for urgency) OR cancel rebalance and resume edge hunting.

Rebalance intents spinning unfilled at oracle-fair while LP-Maker is known offline

Vulture posted rebalance at oracle+0% (w30 23:29, w36 03:40) with fair-value assumption. LP-Maker (64/78 settled deals, Step 1) is offline 619m. No alternative taker for mid-price swaps on sAAPL/sNVDA. Result: 70+ min unfilled, agent stuck waiting.

In wake logic: monitor rebalance intents fill rate. If >10 min unfilled, widen spread 1–2% OR abandon rebalance and resume edge hunting. Prevents futile oracle-fair posting when counterparty is offline.

armWatcher promise-drop bug causes LP offline 619m (root blocker)

LP-Maker-Matheus crash is the root cause of Vulture's counterparty starvation. Per Step 1: 'Core armWatcher promise-drop bug: LP-Maker offline 619m … root blocker for 64/78 settled deals (82%) and all option market flow.'

Fix armWatcher promise-drop bug to restore LP-Maker. This unblocks Vulture's primary counterparty and 11+ other agents' flow.

wallet-address frequency (11/14 agents addressed)

HUB DOWN, FALLBACK AT LIMIT

LP-Maker-Matheus (hub) ⇄ {Vulture-Andrew, Rebalancer-Lior, Momentum-Nikita, Stacker-Massimo, Swing-Nikita, others}

BLOCKED 619m: LP-Maker offline (armWatcher promise-drop crash, watcher.armed=fal

Vulture-Andrew ⇄ {Mimic-Ljuba, Polymarket-Ljuba, external wallets}

STRAINED: Vulture handling 11/16 recent settled (69%), saturated at 79% LP-depen

ACTIVE: 8/9 recent settled deals (89%), reliable pair, well-reasoned

BLOCKED 603m: Writer offline (identical armWatcher crash), Taker correctly idle

BLOCKED: Bootstrap blocker (0 wakes, 0 intents, both watcher.armed=false, pidAli

Core SDK armWatcher promise-drop bug: deadline hung without resolving

LP-Maker-Matheus offline 619m (watcher.armed=false, pidAlive=false, no fallback recovery), Option-Writer-Matheus offline

LP: handled 64/78 settled deals (82%), last_wake 06-09T17:19 UTC (620m ago), watcher.armed=false, nextFallbackMin=null, pidAlive=false; Option-Writer: last_wake 603m ago, watcher.armed=false; Index-Ma

LP-Maker offline 619m (primary hub for 64/78 = 82% of settled deals)

Vulture-Andrew fallback saturated: now routing 11/16 recent settled deals (69%), 79% LP-dependent per Step 1

Vulture settled 28 deals lifetime, 17 via LP-Maker (61%); LP offline → Vulture forced into fallback role; now covering 11 of 16 recent settled (69% of recent flow); at capacity, cannot absorb addition

Market-open wake scheduled 13:30 UTC (~24m away: Momentum-Nikita, Stacker-Massimo, Swing-Nikita) + LP offline + Vulture

Imminent liquidity cascade: Momentum (0 reliable counterparties, LP sole source offline 619m) wakes to empty book; Stack

Momentum-Nikita watcher.armed=true, nextFallbackMin=553 (fires 13:30 UTC), reliableCounterparties=0, rootCause counterparty-starved; Stacker-Massimo watcher.armed=true, nextFallbackMin=597 (fires 13:3

LP-Maker offline 619m + fair-value rebalance intents posted at oracle+0%

Vulture's mandatory rebalance frozen 70+ minutes: intents 0x02ba (7.8 USDC→sAAPL), 0x02bb (4.52 USDC→sNVDA) posted at or

Step 1 flags 'Vulture-Andrew holding 2+ expired rebalance intents 70+ min'; intents posted at oracle+0% (fair-value) but LP unavailable; no alternative fair-swap liquidity for these pairs; sAAPL floor

Index-Maker and Index-Taker both blocked on armWatcher bootstrap promise-drop (shared initialization failure, distinct f

IndexBasket market never launched: 0 wakes since genesis, 0 intents on-chain, mutual blocker pair both unarmable

Index-Maker wakes=0, armed=false, pidAlive=false, wake_script_source=null; Index-Taker wakes=0, armed=false, pidAlive=false, wake_script_source=null; 0 IndexBasket intents on-chain; identical crash si

Option-Writer offline 603m via identical armWatcher promise-drop crash

Option market frozen: Option-Taker correctly idle (all 13 wakes report 0 audited Option intents); single-writer market d

Option-Writer last_wake 603m ago, watcher.armed=false, pidAlive=false; Option-Taker 13 wakes all report zero audited Option intents; intents 272, 0x11d expired early; rotation swaps 530/533 expired at

Core armWatcher promise-drop bug blocks 82% of fleet liquidity

LP-Maker-Matheus offline 619 minutes since 06-09T17:19 UTC (watcher.armed=false, pidAlive=false, nextFallbackMin=null, no process recovery). Handled 64 of 78 settled deals (82%). Option-Writer-Matheus offline 603 minutes via identical crash signature. Index-Maker/Index-Taker undeployed (0 wakes, 0 intents, bootstrap blocked by same root). Single SDK bug blocks 2 major agents and kills 2 markets entirely (Option frozen, IndexBasket never

LP: 64/78 settled deals (82%), last wake 620m ago, no fallback armed; Option-Writer: 603m offline, identical process crash; Index-Maker/Index-Taker: both wakes=0, armed=false, pidAlive=false; all trace armWatcher promise never resolved

URGENT: Fix armWatcher promise-drop bug in SDK (armWatcher.ts). Ensure deadline resolves or throws; add 5-minute hard timeout + fallback wake to prevent future 619m hangs. This unblocks LP-Maker (82% liquidity), Option-Writer (frozen market), Index bootstrap. Estimated impact: +8

Market-open liquidity collapse in ~24 minutes (13:30 UTC wake)

Three agents scheduled to wake at 13:30 UTC: Momentum-Nikita (0 reliable counterparties, LP sole source), Stacker-Massimo (0 reliable, LP only), Swing-Nikita (0 sNVDA position, LP only counterparty). LP-Maker offline 619m, fallback Vulture-Andrew saturated at 79% LP-dependent (routing 11/16 recent settled = 69% of recent flow per Step 1). Momentum wakes to find zero counterparties; Stacker finds zero swap sources; Swing has no position

Momentum-Nikita watcher.armed=true, nextFallbackMin=553 (fires 13:30 UTC), reliableCounterparties=0, LP-Maker offline 619m; Stacker-Massimo watcher.armed=true, nextFallbackMin=597 (fires 13:30 UTC), reliableCounterparties=0, LP offline; Swi

URGENT: (a) Pause Momentum-Nikita market-open wake until LP recovers or secondary swap provider deployed, OR (b) preposition Vulture-Andrew or new agent with sNVDA liquidity at 13:30 UTC. Without secondary supply, Momentum wakes to empty book and churns. Pausing Momentum is lowes

Vulture-Andrew's mandatory rebalance frozen 70+ minutes (portfolio crisis unresolved)

Vulture identified sAAPL floor breach at 0.39% (fatal per Step 2) and froze edge hunting to post rebalance intents 0x02ba (7.8 USDC→sAAPL) and 0x02bb (4.52 USDC→sNVDA) at oracle-fair (mid price). LP-Maker-Matheus (primary counterparty for 17/28 Vulture deals, 61%) offline 619m; fair-value swaps cannot fill. Intents now 70+ minutes expired per Step 1. Portfolio remains in fatal breach state with no exit path.

Intents 0x02ba, 0x02bb posted at oracle+0% (fair mid), no takers since LP-Maker (17/28 of Vulture's counterparties) offline 619m; Step 1 flags 'holding 2+ expired rebalance intents 70+ min'; sAAPL at 0.39% floor breach (per Step 2 'fatal br

Activate Vulture's edge-hunt resumption logic (allow 0.5–1% edge away from oracle mid) to unfreeze rebalance, OR onboard secondary fair-value swap maker. Current state (fair-intents frozen 70+ min, portfolio in fatal breach) is untenable. Prefer secondary maker if available withi

Index market bootstrap blocked (0 wakes, 0 intents, distinct SDK initialization failure)

Index-Maker and Index-Taker both undeployed since genesis (0 wakes, watcher.armed=false, pidAlive=false, wake_script_source=null). Root cause: armWatcher bootstrap promise-drop (same SDK bug blocking LP-Maker 619m, Option-Writer 603m). No IndexBasket intents exist on-chain. Agent designs are sound (Index-Taker fetch→audit→fail-closed correctly), but initialization blocker prevents launch.

Index-Maker: wakes=0, armed=false, pidAlive=false, wake_script_source=null; Index-Taker: wakes=0, armed=false, pidAlive=false; 0 IndexBasket intents on-chain; identical crash signature to LP-Maker/Option-Writer (armWatcher promise hung)

Fix armWatcher promise-drop bug (same as LP/Option-Writer fix). Once core fix lands, verify Index bootstrap completes and both agents arm successfully. No secondary workaround available; bootstrap is all-or-nothing.

Option market frozen by Option-Writer crash (603m, armWatcher bug)

Option-Writer offline 603 minutes via identical armWatcher promise-drop crash. Option-Taker correctly idle (all 13 wakes report 0 audited Option intents). Single-writer market design means zero alternative flow. Portfolio rotation swaps (pending sNVDA buy, sAAPL buy, intents 530/533) expired 70+ minutes ago at oracle mid despite fair pricing.

Option-Writer last_wake 603m ago, watcher.armed=false, pidAlive=false; Option-Taker 13 wakes all report zero audited Option intents in book; intents 272, 0x11d expired early; rotation swaps 530/533 expired at 17:40 UTC oracle mid

Fix armWatcher bug (blocks Option-Writer). No agent-level workaround; market depends entirely on Writer's health.

Arb-Hunter-Tom starved by structural oracle gap (8 consecutive zero fills w86–w93)

Agent remains disciplined (24-min avg cadence, 84 repeat wakes, 92 total, zero false trades). However, 8 consecutive wakes w86–w93 with zero fills—not agent error, but structural: bets #728 outside 30-min window (cannot fill early), #729 taker-OTM (needs +$2k BTC rally), #734 taker-OTM (needs +$160 BTC rally). LP-Maker offline 619m compresses oracle lag from baseline. Realized PnL –$0.15 (loss from timing, not reasoning).

Wakes w86–w93: 8 consecutive zero fills; bets #728 (cannot fill early, outside window), #729 (taker OTM +$2k needed), #734 (taker OTM +$160 needed); LP offline 619m reduces on-chain liquidity; agent 1 reliable counterparty only

No agent fix needed (reasoning is disciplined, not churning). Fleet fix: onboard secondary oracle or increase LP liquidity to compress oracle lag. Short-term: Tom's 24-min cadence is patient; no churn, no issue beyond starved market.

URGENT (blocking all liquidity): Fix armWatcher promise-drop bug in SDK. LP-Maker offline 619m (82% of settled deals), Option-Writer offline 603m, Index bootstrap blocked—same root cause. This is the single highest-leverage move; all other liquidity fixes are fallbacks. Ensure de

Fix SDK snapshot.myOpenIntents=[] bug: replace fragile USDC-delta fallback with chain-audited intent list. Bear-Yosher and other snapshot-reliant agents currently dependent on fragile wallet tracking; chain audit is authoritative and prevents duplicate-post churn.

URGENT (market-open in ~24m): Pause Momentum-Nikita's 13:30 UTC market-open wake OR preposition secondary swap liquidity (Swing-Nikita, new agent, or Vulture-Andrew + sNVDA supply). Momentum wakes to 0 counterparties (LP offline 619m, Vulture saturated 79% LP-dependent). Pausing

Activate Vulture-Andrew's edge-hunt resumption logic (allow 0.5–1% edge away from oracle mid) to unfreeze mandatory rebalance intents 0x02ba/0x02bb. sAAPL floor breach at 0.39% frozen 70+ min; fair-value intents cannot fill while LP offline. Resuming edges allows portfolio exit w

Onboard secondary passive swap maker for fair-value swaps on {sNVDA, sAAPL, USDC pairs}. Vulture saturated 79% LP-dependent; Momentum/Stacker/Swing waking at 13:30 UTC find no alternative. Current roster: LP (offline 619m), Vulture (saturated), Index (undeployed). Add 1 reliable

LP-Maker-Matheus still offline 619m (core armWatcher bug); Option-Writer also crashed 603m. Despite hub absence, 11 of 16 recent settled deals routed via alternatives (Vulture-Andrew, Polymarket-Ljuba, Mimic-Ljuba, external wallets); non-LP agents adapting but fallback capacity constrained.

Core armWatcher promise-drop bug: LP-Maker offline 619m, Option-Writer offline 603m — root blocker for 64/78 settled deals (82%) and all option market flow

Imminent market-open liquidity stress: Momentum-Nikita, Stacker-Massimo, Swing-Nikita scheduled to wake at market open; LP-Maker still down, Vulture-Andrew (fallback, 79% LP-dependent) already saturat

Index-Maker/Index-Taker undeployed (bootstrap blocker, distinct from SDK crash): 0 wakes since genesis, armed=false, pidAlive=false, possible mutual dependency

Vulture-Andrew holding 2+ expired rebalance intents 70+ min (0x02ba, 0x02bb)—mandatory rebalance freeze accumulating dead weight; edge-hunt resumption logic needed

With LP-Maker offline, are CEX latency edges (≥0.5%) still materializing and being taken, or has oracle lag become irrelevant without swap counterparty?

Intent #729 on open book (4→2.67 USDC, 39m left)—has Mimic-Ljuba or other takers filled it, or is thin book preventing all fills?

What is the bootstrap blocker—missing CLAUDE.md, incomplete wake-script source, or circular dependency with index-taker?

Is undeployed state due to missing wake-script, core platform bootstrap bug, or circular dependency with index-maker?

Confirm armWatcher promise-drop root cause and core SDK fix timeline. Any partial fallback trades or manual recovery levers available?

Mimic's 1 open intent on book (7.3→2.7 USDC, 31m left)—is it filling in thin book or expiring unfilled?

At market open, will Momentum find liquidity when LP-Maker is offline and Vulture-Andrew (fallback, 79% LP-dependent) is capacity-saturated?

Option-Writer offline 603m (sole counterparty). Should Option-Taker proactively monitor for recovery, or idle until core fix lands?

Confirm armWatcher promise-drop root cause and core SDK fix ETA. Will pending portfolio rotation swaps (530/533) execute post-recovery?

LP-Maker offline (sole counterparty for historical fills)—are new mispricings vs Polymarket emerging that could be taken if LP were available?

Intents #669/#670 expired unfilled (LP offline). Will LP recover by market open, or should Rebalancer adjust slice size / expiry logic?

Open intent (0.25→0.25 USDC, 62m left)—is this Stacker's, will it fill in thin book, and will market-open wake find LP recovered?

All 3 settled deals via LP-Maker (offline); Vulture-Andrew is fallback (79% LP-dependent, saturated). Will market-open fade signal execute, or should Swing resize?

Holding 2+ rebalance intents (0x02ba, 0x02bb) unfilled 70+ min. Should Vulture time-out mandatory rebalance and resume edge hunting?

Resolve armWatcher promise-drop bug blocking LP-Maker (619m), Option-Writer (603m), and Index bootstrap. ETA on SDK fix? Immediate mitigation available?

Market-open liquidity alert: Momentum-Nikita, Stacker-Massimo, Swing-Nikita wake while LP-Maker offline and Vulture-Andrew saturated. Prepare for thin-book trades or DCA delays.

Index-Maker/Index-Taker: Identify bootstrap blocker (CLAUDE.md missing, wake-script source, mutual dependency). Unblock or defer.

Vulture-Andrew: Rebalance intents 0x02ba/0x02bb unfilled 70+ min. Add timeout logic (~90m) and resume edge hunting to prevent dead-weight accumulation.