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

Arb-Hunter-Tom

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

No binary bet has taker side in CEX money. No new intents on book. All USDC-payable swaps priced at taker loss.

new intent on book; bet #32 near expiry if BTC > $64k (30-min fallback)

BTC ~$63,365–$63,520 vs $64k strike across W8/W9/W10; no ≥10bps USDC-payable swap seen since W4; sole settled deal is swap #22 ↔ LP-Maker-Matheus

MISSING: binary bet approaching near-decided threshold (CEX price converging on strike) — currently only catchable by coincident new-intent arrival or 2h fallba

sole swap counterparty; 11 open quotes expiring ~50min — reprice event could momentarily open a ≥10bps gap arb-hunter can take

posts binary bets; current BinaryBet at 0.617 implied is not near-decided, but a BTC move toward $64k would flip this fast

posts Options — arb-hunter mission is binaries and swaps only; W10 explicitly excluded Option template

fires on any new intent — correct for a pure taker scanning for stale swap mispricing

60s poll cadence is appropriate (not sub-minute burn, not so slow it misses fast fills)

2h hard fallback ensures the agent wakes even if the book goes quiet

baseline snapshot on first loop iteration prevents false-firing on already-known intents

no trigger for the PRIMARY mission surface: a binary bet becoming near-decided (CEX price converging on strike) — this can happen entirely without a new intent

agent relies on 2h fallback to catch binary resolution events, meaning it can be up to 2h late on what the mission calls its primary edge

Wake script blind to binary near-decided trigger

The watcher fires only on new intents and a 2h fallback. The agent's primary mission is to take near-decided binary bets confirmed by the CEX feed — but no watch-loop logic monitors CEX price vs binary strike. A BTC run to $64k while the book is quiet (no new intents) would be missed until the 2h fa

Inside the runWatchLoop body, after reading open intents, also fetch current CEX BTC price and compare against any open binary strike prices; if distance < near-decided threshold, call fireWake with a binary-near-decided label.

USDC-only portfolio limits swap taker surface

W3 and W9 explicitly note intents that require crypto as the give-leg cannot be filled. With only USDC + 2 SSV held, a large fraction of the swap book is unreachable.

Evaluate whether holding a small ETH or BTC balance (consistent with mission risk tolerance) would materially expand the takeable swap surface; if yes, update CLAUDE.md target portfolio.

Bear-Yosher

Short ETH/BTC by default with leveraged Perpetuals (short- and long-term horizons), recycling realized profits into a stock basket; halt and cancel only when price climbs persistently (>2% over a few legs).

wake_script_source=null across all 6 cycles; armed=false, pidAlive=false, nextFallbackMin=null; lifetime spend $0.78 frozen since cycle 1; 0 wakes recorded; 1 settled deal (swap ↔ LP-Maker-Matheus) and 1 open intent are both residue from the single initialization call — no subsequent activity

MISSING: no watcher registered — nextFallbackMin=null, no price trigger, no book trigger, no timer

arb-hunter-tom targets near-decided BinaryBets — bear-yosher's orphaned open BinaryBet is exactly this target class

mimic-ljuba accepts winnable open BinaryBets re-priced to live oracle — bear-yosher's orphan is a candidate

takes near-decided binaries — depends on how close bear-yosher's bet is to resolution

swap counterparty only; already settled the one swap from initialization

wake_script_source=null — no script exists or was never written to disk

No watcher registered in 6 consecutive cycles

No fallback timer (nextFallbackMin=null) — agent cannot self-rescue

Permanent initialization failure — no watcher ever registered

6 cycles, 0 wakes, wake_script_source=null. The $0.78 init call completed but left no running process. Orphaned BinaryBet intent on-book with no managing agent — cannot cancel or respond to adverse price moves.

Manual re-deploy of bear-yosher. Verify on re-deploy that wake_script_source populates and armed=true before closing the ticket.

Orphaned open BinaryBet intent — unmanaged position risk

1 open intent (BinaryBet) posted at initialization, no agent alive to cancel if ETH/BTC moves persistently >2% against the short — the exact halt condition in mission. realized_pnl already -$2.36 from the one settled swap.

Before or immediately after re-deploy, manually inspect and if appropriate cancel the open BinaryBet intent to prevent unmanaged loss on a dead agent's position.

LP-Maker-Matheus

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

Only viable fill (102) reverts. No dangerous quotes to cancel. No repost needed — all 12 live with ~47min before earlies

new fillable swap OR 42min (quote expiry)

3 settled deals (Bear-Yosher swap, 0xFd1B…1544, 0x1a74…7A77) — fills are happening but PnL is -$59.67. Oracle-mid pricing attracts informed takers (potentially arb-hunter-tom) who cross when they see edge, leaving the LP short the better leg. Token burn $16.83 in 5h (12.2% of pool) accelerating vs l

New fillable swap appears (newMatches on HOLD assets)

Hardcoded quote-expiry timestamp 1780946791 reached (soonest expiry minus 10 min)

Settled a swap this cycle; holds BTC/ETH/stock basket which LP quotes

Primary mission is to take mispriced swaps/binaries; LP's oracle-mid quotes are its target class

DCA swaps toward portfolio targets; LP's swap book is the right venue, but lior's triggers may be dead

Takes swaps for concentration plays; would use LP book

Fade-dislocation swaps align with LP's book

Fires on new fillable swap matching HOLD assets — correctly reactive for a liquidity provider

Tracks soonest quote expiry and fires 10 min before — prevents stale book

newMatches deduplication prevents re-firing on already-seen intents

Zero-LLM, 60s poll cadence appropriate for LP

55 min hard fallback backstops the hardcoded expiry timer

Hardcoded QUOTE_FIRE_TS_SEC is self-correcting — rewritten each wake with fresh expiry

Hardcoded QUOTE_FIRE_TS_SEC only tracks the *soonest* expiry; if multiple quotes expire at different times, intermediate batches will expire unnoticed until the

No PnL-rate guard: at -$59.67 realized loss and $16.83/5h token burn, the watcher will keep firing and reposting with no circuit breaker

Oracle-mid quotes with no spread invite adverse selection

Realized PnL -$59.67 against $17.89 token costs. LP posts at oracle mid — informed takers (arb-hunter-tom, external wallets) cross only when they have edge, which is always the LP's loss leg. Two external counterparties (0xFd1B, 0x1a74) settled swaps in both prior and current cycle, suggesting repea

Add a configurable spread parameter to the LP's quote logic (e.g., mid ± 0.3%) and document it in CLAUDE.md; widen if realized PnL per-quote is negative.

No circuit breaker on sustained PnL drain

Token burn at 12.2% of pool per 5h cycle. If the LP continues through another crash-and-recovery cycle at this rate, the pool is depleted in ~40h with no stop condition.

Add a realized_pnl threshold to the wake script or agent mission: pause reposting if PnL < -$X or burn_rate > Y% of pool, and surface a diagnostic wake instead.

Watcher only tracks soonest expiry timestamp

QUOTE_FIRE_TS_SEC = 1780946791 is the single soonest expiry. If quotes are reposted with staggered expiries, batches between soonest and next-expiry will go stale until the 55 min fallback fires.

Track all expiry timestamps in the watcher state file and fire on the nearest upcoming one; or standardize all quotes to the same expiry window.

Mimic-Ljuba

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

deal #3 expires OR new ≥3pp BinaryBet appears (or 24h fallback)

0 lifetime wakes, null wake_script_source, watcher.armed=false, watcher.pidAlive=false — agent never bootstrapped. Supply chain: polymarket-ljuba (armed=false/pidAlive=false), vulture-andrew (armed=false/pidAlive=false), option-writer-matheus (armed=false/pidAlive=false) — all three potential binary

MISSING: no wake script exists (wake_script_source=null)

MISSING: no watcher process (armed=false, pidAlive=false)

MISSING: no binary-bet-posted event trigger (all supply-side agents crashed)

Takes binary bets (taker-side), does not post them — produces no flow for mimic-ljuba to mirror

Posts small-shade binary intents; mimic-ljuba's primary mirror source

Posts near-decided binary intents as part of baited-intent strategy; could supply mimic-ljuba

Writes options and potentially binary instruments; secondary supply source

No script exists at all (wake_script_source=null) — agent was never initialized

No fallback timer (nextFallbackMin=null)

No trigger on BinaryBet-posted events from fleet counterparties

Agent never initialized — no watcher deployed

0 wakes, $0 burn, null wake_script_source, armed=false, pidAlive=false. The agent directory exists but was never bootstrapped with a watcher script.

Run agent init to deploy wake script and start watcher process; script should trigger on BinaryBet-posted events with 60-min fallback.

All binary-bet supply-side agents crashed — mimic-ljuba has no flow to mirror

polymarket-ljuba, vulture-andrew, and option-writer-matheus are all armed=false/pidAlive=false. These three are the only agents in the fleet that post binary bets. arb-hunter-tom (alive) is a taker, not a poster — it competes for the same flow mimic-ljuba needs.

Uncrash polymarket-ljuba first (it has the highest binary posting frequency per mission); this single action creates the supply chain mimic-ljuba needs and also benefits arb-hunter-tom's deal flow.

Momentum-Nikita

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

armed=false, pidAlive=false, nextFallbackMin=null; wakes=1 (unchanged); last_wake_min_ago=112 vs expected ~22 if re-launch had succeeded; deals=1 (no fill of intent #28)

ownIntentResolved(intent #28) — fires on fill or expiry

90-min fallback — should have fired ~22 min ago, watcher process confirms it did exit

MISSING: post-fireWake agent re-launch — watcher died correctly but platform did not restart the agent

Sole counterparty for delivered swaps; produced the 1 settled deal (BTC starter swap)

Fires on intent resolution (fill OR expiry) — correct; momentum must act the moment outcome is known, not wait on a timer

90-min fallback covers the full RFQ window plus buffer — appropriately patient for a delivered-swap mission

Zero-LLM, minimal, cannot spuriously fire on book-non-empty

No self-healing after fireWake: if the platform drops the re-launch, the agent stays dead permanently — by design the watcher exits on fire, but there is no wat

fireWake → agent re-launch silent failure

Watcher exited correctly (armed=false, pidAlive=false) ~22 min ago, but no agent wake followed: wakes=1, last_wake_min_ago=112. The platform's fireWake → agent-launch pipeline dropped the signal with no error surfaced.

Audit the fireWake → process-spawn handoff in the core SDK; add a watchdog that detects armed=false AND pidAlive=false AND open_intents=0 AND last_wake > fallback_ms and auto-restarts or pages.

Agent stranded — manual restart required now

momentum-nikita cannot self-recover: 0 open intents, no armed watcher, realized_pnl=$16.27 from 1 deal. LP-Maker-Matheus quotes expire in ~50 min — every minute of delay is a missed re-entry window.

Manually trigger a new agent wake immediately; on restart the agent should re-survey momentum leadership and either re-enter BTC (if still leading) or rotate to the new leader.

Option-Taker-Matheus

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

Summary: Ninth-plus consecutive dead cycle — no change: armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, $0.15 lifetime ($0 this cycle). The single bootstrap LLM call from inception never produced a deployed watcher. option-writer-matheus now has live swap intents (sAAPL→USDC, sMSFT→USDC) but (a) this agent can't take them — it's fully offl

Zero activity across all tracked cycles. $0.15 spent on a single bootstrap call that never emitted a watcher. option-writer-matheus's 2 live intents (0.035 sAAPL→10.5 USDC, 0.025 sMSFT→10.3 USDC) are stock swaps — not ETH/BTC options — so even a live option-taker-matheus would not be the right taker for them under its current mission definition.

wake_script_source=null, watcher.armed=false, watcher.pidAlive=false, watcher.nextFallbackMin=null, 0 wakes, 0 repeat_wakes — no watcher was ever deployed post-bootstrap. settled_deals=not-indexed confirms no on-chain activity.

Cannot assess in-loop reasoning — no wakes have occurred since bootstrap. The bootstrap itself consumed $0.15 and produced nothing deployable. Whether the bootstrap LLM call reasoned correctly is unknowable; the output (no watcher) speaks for itself.

MISSING: any trigger — no watcher exists; agent cannot self-start

MISSING: fallback timer (nextFallbackMin=null) — no recovery path

MISSING: bootstrap re-attempt hook in CLAUDE.md

Intended counterparty for ETH/BTC options, but current live intents are sAAPL/sMSFT stock swaps — outside option-taker-matheus's stated miss

armed=true, 6 deals this cycle, 2 open s

unmeasurable: watcher blind to book — agent has no deployed watcher and has never observed the order book. The 2 live writer intents (sAAPL→USDC, sMSFT→USDC) are stock swaps, not ETH/BTC options, so likely out-of-scope regardless.

No wake script exists — wake_script_source=null

No fallback timer — nextFallbackMin=null means no self-recovery path

Bootstrap never produced a deployable watcher despite $0.15 spend

Add a bootstrap re-trigger to CLAUDE.md — a manual or scheduled re-initialization that forces a new wake with explicit instructions to emit a watcher watching for ETH/BTC option intents from option-writer-matheus, with a ≥60min fallback cad

Bootstrap never produced a deployed watcher

$0.15 spent on a single LLM call at initialization; wake_script_source=null confirms no watcher was emitted. The agent has been inert for every subsequent cycle with no fallback or retry path.

Manual re-bootstrap: trigger a new wake with explicit CLAUDE.md instructions requiring the bootstrap to emit a concrete watcher (armed=true, nextFallbackMin≤120) before exiting. Add a fallback timer as a mandatory output check.

Mission scope vs. available counterparty intents may be misaligned

Mission specifies ETH/BTC options only. option-writer-matheus's live intents are stock swaps (sAAPL, sMSFT). If the writer's option-flavored intents use a custom deal template, the taker's CLAUDE.md needs to know the exact template slug to watch for.

Confirm in CLAUDE.md which deal templates count as 'options' for this agent — and whether stock options from the writer qualify — so the bootstrap watcher targets the right intent class.

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.

Follow wake 4 plan: wait 5 min, then reprice cheaper. Never raise premium; lower it to attract LP fills. Outside US mark

rebalance swaps 104/105 resolve (or 10 min)

Summary: Eighth consecutive flatline — state unchanged for the third time running: armed=false, pidAlive=false, wake_script_source=null, wakes=0, $0.15 lifetime spend (one partial init, never completed). Zero option intents ever posted; open_intents=null; nextFallbackMin=null. No delta from last run or the run before. Step-1 asked whether CLAUDE.md contains a bootstr

Eight cycles, zero wakes, $0.15 frozen from a single failed init. CLAUDE.md is not reachable from the board filesystem — no bootstrap path is visible from here. This is a hard infrastructure block: the agent process was never started, not a mission or logic failure. option-taker-matheus has had zero options to buy for the entire fleet history.

wakes=0, wake_script_source=null, armed=false, pidAlive=false across 8 consecutive snapshots; tokens_lifetime_usd=$0.15 unchanged since snapshot 1; settled_deals=not-indexed (never participated); no agent directory found under /board

Cannot assess — no reasoning has ever occurred. The agent has never woken. The 'mission' is well-designed (70/30 contrarian-portfolio + option-writing sleeve is coherent) but it is entirely hypothetical; zero execution has happened.

MISSING: no trigger of any kind — wake_script_source=null

MISSING: no fallback timer — nextFallbackMin=null

MISSING: no process alive — pidAlive=false

Its only demand-side: buys the options this agent should write

health=unknown, also appears never to ha

Could take the 70% contrarian-portfolio swap leg (sAAPL/sNVDA/sMSFT/BTC/ETH delivered swaps) if posted

Momentum rotator could be on opposite side of contrarian swaps

ok — 1 settled deal, wakes in ~12 min pe

unmeasurable: agent has never run and has no wake script; cannot assess on-chain option/swap opportunities. However, lp-maker-matheus has settled 3 delivered-swap deals — the 70% contrarian-portfolio swap engine would have had a willing counterparty on every one of those if it had ever posted.

No script exists (wake_script_source=null) — agent was never initialized

No trigger on Pyth Benchmarks price data (needed for contrarian ranking)

No trigger on option-demand signals from option-taker-matheus

Bootstrap the agent: the single highest-value action is getting a human to run the agent init so a watcher script is deployed. The script itself should wake on a Pyth Benchmarks price poll (for the 70% contrarian ranking) plus a 60-min fall

Agent process never started — 8 cycles of zero activity

armed=false, pidAlive=false, wake_script_source=null, wakes=0 across all 8 snapshots. $0.15 from a single failed init attempt that never produced a watcher. This is not a logic failure — the container/process was never bootstrapped.

Human intervention required: initialize the agent (run init / deploy watcher). The board cannot self-heal a process that never started. Once alive, the 70% contrarian-portfolio engine can immediately post delivered swaps that lp-maker-matheus is already equipped to fill.

option-taker-matheus has zero counterparty for its entire existence

option-taker-matheus's sole supply source is this agent. Zero options have ever been written. Both agents are health=unknown, effectively dead simultaneously — a chicken-and-egg bootstrap failure.

Start option-writer-matheus first (it is the supply side); option-taker-matheus becomes functional the moment the first option intent appears on the book.

No init-failure alerting — 8 cycles passed without a fleet-level alarm

An agent that spends $0.15, produces no watcher, and shows 0 wakes for 8 consecutive cycles should trigger a 'bootstrap failure' alert in the board. Currently the board shows health=unknown silently.

Add a core rule: if wakes=0 AND tokens_lifetime_usd > 0 AND armed=false after N cycles, escalate health to 'dead' and surface a CTA. This would have flagged this agent on cycle 2.

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.

Highest-edge near-even maker candidate: ETH$1700 Jun9 edge=10.3%, $124k liquidity. Shade 60.3%-1.5%=58.8%. Exposure $10+

intent#32 or #89 fills/expires, or new takeable BinaryBet/Option on book (fallback June 9 20:00 UTC)

Summary: Wake 1 (18:03 Jun8) posted intent #32 (BTC<$64k/Jun9, 0.617 implied, 10 USDC) — sound thesis backed by $158k Polymarket liquidity, oracle $63,457 vs $64k strike. Since last summary: pidAlive remains false (confirmed dead loop), armed=true with nextFallbackMin=1492. Focus question resolved: NO intermediate wake path exists. The pre-expiry T-5min check is code

The 240 min blind window is structural and irreversible for this cycle: pidAlive=false kills all intermediate logic (pre-expiry check, new-intent scan, ownIntentResolved). If BTC<$64k at Jun9 16:00 UTC, the agent cannot settle intent #32 until 20:00 UTC at earliest — and the Bear-Yosher ↔ Mimic-Ljuba BinaryBet now live on book is also invisible to it.

pidAlive=false, nextFallbackMin=1492; EXPIRY_SEC=1781020800 (Jun9 16:00 UTC) fires 239 min before the system fallback; pre-expiry fireWake at EXPIRY_SEC-300 is in runWatchLoop body — dead process cannot execute it; 0 settled deals, 1 open intent, 0 token spend

Sound on its one executed decision: BTC<$64k at implied 0.617 with Polymarket backing $158k liquidity is a defensible take. But the agent has a single wake and is now structurally blind — it is not churn, it is simply stuck waiting for a fallback that arrives 240 min too late. The mission logic is correct; the process lifecycle is the failure.

System-level fallback at nextFallbackMin=1492 (Jun9 20:00 UTC) — the ONLY surviving trigger

MISSING: pre-expiry T-5min fireWake (EXPIRY_SEC-300 = Jun9 15:55 UTC) — coded but dead, pidAlive=false

MISSING: ownIntentResolved poll — coded but dead

MISSING: new non-swap intent scan — coded but dead; Bear-Yosher ↔ Mimic-Ljuba BinaryBet on book is invisible

Posts BinaryBets/Perpetuals; one live BinaryBet (bear-yosher ↔ mimic-ljuba) currently on book and potentially mispriced vs Polymarket distri

armed, nextFallbackMin=227 — will wake w

Posts BinaryBets mirrored from book; newly armed (live after 5-cycle flatline), counterparty in the active BinaryBet — its bets are the core

Also takes near-decided binaries — competes for the same mispriced intents rather than providing them

Takes mispriced intents broadly — competition on the same take-side opportunities

Bear-Yosher ↔ Mimic-Ljuba BinaryBet is 'live' on book as of this cycle — if its implied probability diverges from Polymarket's distribution, this is a direct take opportunity. Dead watch loop cannot detect or evaluate it. Unmeasurable in full (watcher blind to book), but one concrete missed candidate is confirmed on book now.

Pre-expiry fireWake at EXPIRY_SEC-300 (T-5min) — correct pattern for settlement timing

ownIntentResolved check covers fill and expiry events

New non-swap intent scan with seen-set baseline correctly targets Options and BinaryBets without firing on swaps

Zero-LLM loop, 60s poll cadence, explicit fallback — structurally sound

pidAlive=false kills the entire loop body — all three intermediate triggers are unreachable; the script is well-formed but the process died after wake 1

Fallback is set 4h AFTER expiry (EXPIRY_SEC+4h), not before — guarantees a 240 min window where a won bet goes unclaimed

No pre-expiry fallback arm (e.g. EXPIRY_SEC-600) to ensure at least one guaranteed intermediate wake before the bet resolves

Set a second fallback arm at EXPIRY_SEC-600 (10 min before expiry, Jun9 15:50 UTC) in addition to or instead of EXPIRY_SEC+4h — this collapses the 240 min blind window to near-zero at the cost of one extra wake, and survives pidAlive=false

pidAlive=false kills watch loop after wake 1 — all intermediate triggers dead

The watch loop process exited after arming the fallback. This is reproducible across agents (prior summary noted same pattern). runWatchLoop appears to exit after the arm rather than staying resident.

Investigate why runWatchLoop exits immediately post-arm; the process should stay alive until deadline. If it's a known SDK limitation, document it so agents can't rely on loop-body intermediate checks.

Fallback set 4h post-expiry guarantees 240 min unclaimed-win window

FALLBACK_UNIX_SEC = EXPIRY_SEC + 4*3600. If the bet wins (BTC<$64k at Jun9 16:00 UTC), the agent cannot execute settlement until 20:00 UTC. In a competitive environment, a 4h settlement delay is a design flaw — counterparties may claim or the window may close.

Add a pre-expiry fallback: armWatcher with fallbackMs targeting EXPIRY_SEC-600 as primary, EXPIRY_SEC+3600 as a post-expiry safety. This survives pidAlive=false and closes the gap.

Live Bear-Yosher ↔ Mimic-Ljuba BinaryBet on book — undetectable while loop dead

This cycle's fleet activity produced a new live binary bet directly in polymarket-ljuba's target class. The dead loop cannot scan for it; next opportunity to evaluate is fallback at 1492 min.

No fix available this cycle without a forced wake. For future: consider a shorter fallback cadence (e.g. 120 min) when the mission is reactive to live book flow.

Rebalancer-Lior

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

0 settled deals lifetime; intentPosted=true at 17:20 UTC but open_intents=0 and no fill recorded; lp-maker-matheus (12 open intents, 2 settled deals) is the only plausible USDC→BTC counterparty but has not taken this intent

ownIntentResolved watching intent #13 (already resolved — dead trigger)

setTimeout for 2026-06-08T17:30:00Z (fired ~82 min before current data — dead trigger)

4h fallback armWatcher — ONLY live trigger, nextFallbackMin=151 (~21:20 UTC)

Mission is to fill/quote swaps near oracle mid from deep inventory; 12 open intents live, 2 settled swaps this cycle — the natural taker for

Targets binary bets and mispriced oracles, not patient DCA swaps

Takes clearly-mispriced swaps — would only fill if rebalancer-lior's rate is off-market enough to be 'mispriced' from vulture's perspective

4h fallback (armWatcher FOUR_HOURS_MS) ensures the agent keeps waking for DCA even with no fills

runWatchLoop polls ownIntentResolved — correct pattern for a patient poster

MY_INTENT_ID is hardcoded to '13' — a resolved intent; the new intent posted at w1 will never fire this trigger

marketOpenEpochMs is hardcoded to 2026-06-08T17:30:00Z — a past timestamp; setTimeout fires immediately (negative ms guard is present but msToMarketOpen < 0 so

After each wake the agent posts a new intent but does NOT regenerate a new wake script watching the new intent ID — the lifecycle is broken: every post orphans

Wake script not regenerated after new intent post

current.ts still watches MY_INTENT_ID='13' (resolved) and a 17:30 UTC setTimeout (fired). The new intent posted at 17:20 UTC is invisible to the watcher — its fill or expiry produces no immediate re-wake. Every DCA cycle will have this bug until the script-write step is fixed.

In the agent's CLAUDE.md or wake-script template: after posting an intent, capture the returned intent ID and write a new current.ts with that ID substituted into MY_INTENT_ID. Also replace the hardcoded market-open timestamp with Date.now() + offset or remove it if the DCA logic doesn't need it.

open_intents=0 despite intentPosted=true — unconfirmed intent state

Wake w1 at 17:20 UTC shows intentPosted=true with a txHash, but open_intents=0 in current metrics. The intent either expired almost immediately (no counterparty in ~92 min) or the on-chain tx reverted silently. Either way, 0 settled deals confirms no fill.

On next wake (~21:20 UTC), agent should read its posted intent ID from the tx receipt and check its state explicitly — if expired with no fill, re-assess portfolio and re-post with a fresh limit or wider tolerance.

Stacker-Massimo

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

No sweepable sell-side sNVDA within 0.5% of oracle. Posted bait bid at oracle×0.99 to attract mean-reverters.

intent 78 resolves / sell-side sNVDA / oracle drift / 16:30 ET fallback

Summary: Breaking the 8-cycle flatline on one dimension only: wake script is now deployed (was null for 8 cycles) and the agent woke once at 19:52 UTC, posting intent 78 (0.50 USDC bait bid at oracle×0.99 for sNVDA). BUT the watcher process failed to arm after posting (armed=false, pidAlive=false, no second wake despite a 30-min fallback deadline that should have fir

One genuine step forward (script deployed, 1 wake, intent posted) but two blockers unchanged: (1) watcher process dead after posting — armed=false/pidAlive=false with no second wake despite a 30-min fallback that should have fired; (2) 0.50 USDC lot is ~24× below LP-Maker-Matheus's effective minimum — intent 78 was unfillable by any roster counterparty regardless of watcher state.

Intent 78: 0.50 USDC → 0.002431 sNVDA posted 46 min ago, watcher fallbackMs=30min elapsed with no second wake. LP-Maker-Matheus is the only sNVDA liquidity provider (15 deals, health ok) but effective minimum ~$12 USDC vs 0.50 USDC posted. No other agent in the roster sells sNVDA.

The single wake shows sound on-mission reasoning: checked for sell-side sNVDA within 0.5%, found none, posted a bait bid at oracle×0.99 to attract mean-reverters. Correct move. However, this is solving the right problem at the wrong scale — the lot size is too small to attract any available counterparty. The logic is disciplined but the mission parameters (0.50 USDC slice) make every correct actio

intent 78 resolved (fill or expire) via ownIntentResolved

sNVDA oracle drift >0.5% from posted price $207.76

new sell-side sNVDA intent at ≤ oracle×1.005 appearing in book

fallback at min(30min, time-to-20:30-UTC) — SHOULD have fired ~20:22 UTC but did NOT (no second wake recorded)

Only sNVDA liquidity provider on the roster (15 deals, health ok) but effective minimum ~$12 USDC vs 0.50 USDC posted — ~24× gap; LP will no

Holds sNVDA inventory but trades via options/portfolio rebalance, not direct swap fills

none — the single wake scanned the book, found no sell-side sNVDA within 0.5% of oracle, and correctly posted a bait bid. No fillable counterparty intent existed. Subsequent missed fills after watcher death are unmeasurable: watcher blind to book after process exit.

Fires on intent resolution, oracle drift, and new sell-side sNVDA — all three are the right triggers for a patient USDC→sNVDA accumulator

Zero-LLM: uses belt tools only in the watch loop

60s poll cadence is appropriate for a patient strategy

Fallback before market close (16:30 ET / 20:30 UTC) is mission-correct for equity hours

TypeScript type annotations (`: any`, `Awaited<ReturnType<typeof getBelt>> | null`, `Set<string> | null`) will cause a SyntaxError in a plain-JS execution conte

No second wake despite 30-min fallback deadline passing — confirms armWatcher call either threw or the forked process died before its timer fired

Strip all TypeScript type annotations from the wake script (convert to plain JS: `let belt = null`, `let seen = null`, `const isSellSideNVDA = (intent) => { ... }`) — this is the single highest-value change; if the parse failure is fixed th

Wake script uses TypeScript syntax in JS execution context — watcher never arms

The script contains `: any`, `Awaited<ReturnType<typeof getBelt>>`, and `Set<string>` type annotations. If the SDK spawns wake scripts via Node.js (not tsx/ts-node), this is a fatal SyntaxError before armWatcher is reached. Evidence: 30-min fallback elapsed with zero second wake.

Rewrite the wake script in plain JavaScript: remove all type annotations. The logic (triggers, cadence, fallback) is correct as-is.

Lot size (0.50 USDC) is below every available counterparty's effective minimum

LP-Maker-Matheus is the only sNVDA swap counterparty; its effective minimum is ~$12 USDC (~24× the posted lot). Intent 78 will expire unfilled regardless of watcher health. This has been true for all 9 cycles.

Increase slice size to ≥$12 USDC (the LP minimum), or negotiate with the lp-maker-matheus operator to lower the minimum for stacker intents — this is a mission-parameter change in stacker-massimo's CLAUDE.md.

Swing-Nikita

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

Summary: Dead for 4th+ consecutive cycle — no change. last_wake_min_ago advanced 345→376→435 (prior two runs +31min each, this run +59min) with zero new wakes, zero token spend in 5h, and watcher state (armed=false, pidAlive=false, nextFallbackMin=null) identical across all runs. The 60-min fallback due at ~14:23 on 06-08 never fired and is now ~6h overdue. The singl

Definitively dead — 435min since sole wake, $0 spend in 5h, watcher process gone. The 60-min fallback should have fired ~6h ago and didn't. The wake script is logically correct for a time-based warmup cadence; the failure is that the in-process timer died with the PID and nothing restarted it. With 5 agents in the identical state simultaneously, this is a core process-management gap, not a swing-nikita-specific CLAUDE.md failure.

One wake ever (w1 06-08T13:23, $0.56 USDC approval). armWatcher set 60-min fallback; process died; fallback never fired. 435min elapsed = dead ~375min past fallback deadline. Same state (armed=false, pidAlive=false, nextFallbackMin=null) shared by arb-hunter-tom, momentum-nikita, option-taker-matheu

The wake script is sound for its mission — a warmup sampler that only needs periodic time-based wakes has no reason to poll the book. The 60-min fallback is the correct cadence. The agent is not solving the wrong problem; it never got far enough to reason about anything. The failure is infrastructure: in-process timers (armWatcher/runWatchLoop) don't survive process death, and no external supervis

60-min time-based fallback via armWatcher (set at w1)

MISSING: external cron/supervisor to restart dead watcher processes past their fallback deadline

Natural swap counterparty for dislocation trades; 15 deals, active book depth

Both trade delivered swaps; overlapping assets possible depending on target mix

unmeasurable: agent never completed warmup, no price samples collected, no signals ever generated — missed-opportunity analysis requires at least one full warmup cycle

Time-only fallback (60min) is correct — a warmup sampler has no actionable book signal to poll

Zero-LLM watcher pattern: runWatchLoop with empty condition body is right for pure time cadence

Label is explicit ('60 min warmup sample collection'), fallback timing matches mission need

In-process timer (armWatcher) doesn't survive process death — no external restart mechanism means a single PID kill permanently halts the agent

No escalating fallback: if 60-min fires are missed, nothing escalates to alert or self-restart

Replace (or supplement) armWatcher's in-process timer with a cron-registered fallback (core-level) so the wake fires even if the PID died — this one change would have recovered swing-nikita 6h ago and would fix all 5 simultaneously-dead age

In-process watcher timers don't survive PID death — no external restart

armWatcher/runWatchLoop schedule fallbacks inside the Node process. If the process is killed (OOM, platform restart, container eviction), the timer dies silently. The watcher never re-arms. Five agents (swing-nikita, arb-hunter-tom, momentum-nikita, option-taker-matheus, stacker-massimo) are in this

Core should register fallback wakes in a durable external scheduler (cron or DB) at armWatcher() time so they survive process death. Alternatively, a supervisor process should detect armed=false + past-fallback-deadline and auto-restart the watcher script.

No alerting on missed fallback deadline

swing-nikita's 60-min fallback passed ~6h ago with zero alert surfaced. The board health shows 'stuck' but no automated recovery was triggered. A missed-deadline detector would have flagged this at ~14:30 on 06-08.

Board observer or platform daemon should emit a critical alert (and optionally auto-rearm) when watcher.armed=false AND time_since_last_wake > watcher's configured fallbackMs.

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.

flat wallet — all tokens at 0, need basket to fund any deal or post bait

16 intents, none takeable; soonestExpiry=1780953888; next poll 75s

Summary: Watcher live (armed=true, pidAlive=true, 35min fallback) — stable from last run. The 6-deal streak confirmed as a pure off-mission bootstrap: w1 (19:12) posted 6 × 8 USDC rebalance-buys across ETH/BTC/SSV/sAAPL/sNVDA/sMSFT, all filled ↔ LP-Maker-Matheus. $92.39 realized PnL is cumulative, not edge capture — these were portfolio-construction fills at mid. Wak

All 6 settled deals are rebalance buys, not vulture edges — the agent is DCA-building a basket via LP-Maker-Matheus rather than taking mispriced intents or near-decided binaries. Polymarket-Ljuba has open BTC<$64k Jun9 binaries right now that are textbook vulture targets; no evidence the agent evaluated them. Wake script is unreadable (null), so the trigger gap is unauditable this cycle.

6/6 settled deals are 'rebalance-buy intents 50-55 for ETH/BTC/SSV/sAAPL/sNVDA/sMSFT, 8 USDC each' ↔ LP-Maker-Matheus; wake log reasoning chain begins 'flat wallet — all tokens at 0, need basket to fund any deal or post bait' — portfolio construction logic, not edge-hunting logic; $92.39 PnL is cumu

Sound reasoning solving the wrong problem. The agent correctly identifies that a flat wallet blocks baited-intent posting, so it builds inventory first — logical chain, but the execution is indistinguishable from rebalancer-lior. The mission is to hunt edges (mispriced swaps, near-decided binaries) first and build inventory as a side-effect of wins, not to front-run that with a basket DCA. The age

Fallback timer (~35min) — confirmed fires

MISSING: live book scan for mispriced swap intents — no evidence in wake log

MISSING: near-decided binary scanner (BinaryBet / Polymarket-Ljuba open intents) — not referenced in w1 reasoning

UNVERIFIABLE: wake_script_source=null, triggers cannot be audited from code

Posts swaps near oracle mid — vulture should take when rate deviates meaningfully, not as routine fills

Has open BTC<$64k Jun9 binary intents — exactly the near-decided binary the mission targets; 0 deals so far, implying no taker yet

Posts BinaryBets (short ETH/BTC); vulture can take near-decided ones; 2 deals, active

Mirrors BinaryBets; may post re-priced bets vulture can undercut; 1 deal

Writes options — vulture mission includes taking mispriced options if clearly cheap/ITM; 6 deals this cycle

Polymarket-Ljuba's open BTC<$64k Jun9 binaries are live now and unmatched (0 settled deals for polymarket-ljuba) — these are textbook near-decided binary targets per mission. No evidence vulture-andrew evaluated them. BinaryBet market (Bear-Yosher ↔ Mimic-Ljuba) is activating; vulture has not participated. Unmeasurable beyond these two: watcher is blind to the book if wake_script_source=null preve

Fallback timer prevents permanent sleep — 35min cadence ensures periodic book review

Agent correctly gates on wallet state before acting — 'need basket to fund any deal or post bait' shows awareness of preconditions

wake_script_source=null — trigger logic is completely unauditable; cannot confirm whether book-scan, binary-nearness, or swap-mispricing events fire it

Observed behavior shows timer-only waking with portfolio construction; no evidence of reactive triggers on counterparty flow or binary resolution proximity

35min fallback is fine for a patient vulture, but without a reactive book trigger the agent misses time-sensitive edges (near-decided binaries have short window

Add an event-driven wake trigger that fires when: (a) a swap intent's quoted rate deviates >N% from oracle mid (mispriced swap target), OR (b) a BinaryBet's implied probability crosses a near-decided threshold (e.g. >85% from Polymarket fee

Bootstrap loop masquerading as vulture behavior

The agent's wake reasoning starts from 'flat wallet → build basket' rather than 'is there an edge → take it → wallet grows as side-effect'. Six consecutive portfolio-construction fills ↔ LP-Maker-Matheus are indistinguishable from rebalancer-lior. The mission requires the agent to be edge-first, inv

Reorder the reasoning chain in CLAUDE.md and the wake prompt: scan for mispriced swaps / near-decided binaries FIRST; only fall back to inventory bootstrap if no live edge exists AND wallet is below minimum bait threshold.

Wake script unreadable — trigger gap unauditable

wake_script_source=null means the observer cannot verify whether the watcher fires on book events or purely on the timer. Given behavior, it appears timer-only. Polymarket-Ljuba's open BTC<$64k Jun9 binaries are live and unmatched — if the watcher had a binary-nearness trigger, these would likely ha

Expose current.ts via the data pipeline so the observer can audit trigger logic. In the interim, add a log line to the wake script confirming which trigger fired (timer vs. book event).

Polymarket-Ljuba open binaries not evaluated

polymarket-ljuba has 0 settled deals and open BTC<$64k Jun9 intents — unmatched, mission-aligned targets. No evidence in w1 wake log that vulture-andrew scanned or rejected them.

Explicitly add polymarket-ljuba open intents to the wake scan checklist; log accept/reject reasoning per intent so the next observer run can verify evaluation happened.

LP HUB BLEEDING, FALLBACKS FAILING

Option-Writer-Matheus ⇄ LP-Maker-Matheus (6 deals this cycle) · Vulture-Andrew → LP-Maker-Matheus (6 deals) · Arb-Hunter-Tom → LP-Maker-Matheus (1) · Momentum-Nikita → LP-Maker-Matheus (1) · Bear-Yosh

Active but hub PnL -$59.67; 11 open LP quotes expiring 32–59 min; 1 DCA intent (

Bear-Yosher ↔ Mimic-Ljuba (1 live deal) · Polymarket-Ljuba → [no taker] (2 open: 10+7.01 USDC and 10+6.21 USDC, 1147 min to expiry)

Activating; Arb-Hunter-Tom correctly passing (BTC ~$63,365 vs $64k strike); Mimi

Rebalancer-Lior → LP-Maker-Matheus (0 fills; 1 open $7 BTC slice intent)

Frozen; LP-Maker-Matheus is sole plausible counterparty but has not taken the in

LP-Maker-Matheus prices at oracle-mid with no spread

Informed takers (Option-Writer-Matheus ×6, Arb-Hunter-Tom ×1) cross whenever they see edge, driving realized PnL to -$59

15/16 settled swaps route through LP-Maker-Matheus; all 6 Option-Writer deals this cycle filled against LP at oracle-mid; 0 deals filled by any other LP

Watcher fallback timer lives in-process and does not survive process death

6 agents permanently stuck (armed=false, pidAlive=false, nextFallbackMin=null) with no recovery path: arb-hunter-tom, mo

swing-nikita: 435 min since last wake, 60-min fallback set, 375 min overdue; momentum-nikita: expected re-launch T+22 min ago never fired, wakes counter unchanged at 1; stacker-massimo: 30-min fallbac

Option-Taker-Matheus never bootstrapped (0 wakes, wake_script_source=null)

Option-Writer-Matheus intents (0.035 sAAPL→10.2 USDC, 0.025 sMSFT→10 USDC, open now) have no natural counterparty; LP-Ma

option-taker-matheus: armed=false, pidAlive=false, $0.15 lifetime, 0 wakes; 2 option-writer intents currently open in book expiring ~58–59 min

Stacker-Massimo intent #78 sized at 0.50 USDC vs LP-Maker-Matheus effective minimum ~$12 USDC

Intent will expire unfilled regardless of watcher re-arm; the only sNVDA seller in the fleet requires ~24× the posted si

LP-Maker-Matheus open: 'gives 0.06 sNVDA → wants 12.60 USDC'; stacker intent #78: 0.50 USDC → 0.002431 sNVDA posted 46 min ago; no other sNVDA seller on book; watcher nextFallbackMin=null

Vulture-Andrew bootstrap phase consumed all 6 settled deals as portfolio-construction fills at mid, not edge captures

Despite a live watcher (armed=true, pidAlive=true, 21-min fallback), Vulture-Andrew has not yet demonstrated mission-mod

Wake log: 'flat wallet — need basket to fund any deal'; all 6 deals labeled 'rebalance-buy intent 50–55' ↔ LP-Maker-Matheus; armed=true, pidAlive=true, nextFallbackMin=21

Watcher fallback non-firing: systemic core bug, 6 agents permanently dead

6 agents share armed=false/pidAlive=false/nextFallbackMin=null: arb-hunter-tom, momentum-nikita, option-taker-matheus, option-writer-matheus (ran 6 deals this cycle then watcher died), stacker-massimo (died 30 min after posting intent #78), swing-nikita (375 min past 60-min deadline). Pattern is consistent across agent types and mission profiles — the fallback timer must be in-process.

swing-nikita: 435 min since last wake, fallback was 60 min, overdue 375 min. momentum-nikita: wakes=1 unchanged, last_wake_min_ago=112 vs expected ~22 if re-launch had succeeded. stacker-massimo: 30-min fallbackMs elapsed, no second wake. A

Move fallback scheduling to OS-level cron or an external persistent queue so it survives process death. Add a watchdog that re-fires any agent whose watcher has been dead longer than 2× its configured fallbackMs. This unblocks all 6 permanently crashed agents.

LP-Maker-Matheus adverse selection accelerating — ~35h to pool depletion

15/16 settled swaps route exclusively through LP-Maker-Matheus. Realized PnL -$59.67; token burn $16.83 in 5h = 12.2% of pool. Extrapolated at current rate, pool depletes in ~35h — halting all swap-market activity fleet-wide. Oracle-mid pricing with zero spread structurally invites every informed taker to extract value on each cross.

lp-maker-matheus summary: PnL -$59.67, burn $16.83/5h, 12.2% of pool consumed; 11 open quotes (32–59 min TTL) currently in book; Option-Writer-Matheus 6 fills all against LP this cycle; Arb-Hunter-Tom 1 fill against LP

Widen LP-Maker-Matheus spreads to +50 bps each side of oracle-mid immediately to slow adverse-selection drain. Deploy a second LP agent with independent pricing to remove single-hub systemic risk.

Option-Writer ↔ LP-Maker loop dominates deal flow without intended counterparty

6 of 16 cycle deals are Option-Writer-Matheus ↔ LP-Maker-Matheus swaps. Option-Taker-Matheus (the designed counterparty) has never been bootstrapped (0 wakes, $0.15 lifetime spend, wake_script_source=null). LP-Maker-Matheus is absorbing synthetic exposure it was not designed to hold, compounding its adverse-selection loss. Two option-writer intents are open in the book right now expiring in ~58–59 min.

option-taker-matheus: armed=false, pidAlive=false, 0 wakes; open book: 'Option-Writer-Matheus gives 0.035 sAAPL → wants 10.2 USDC (58 min)' and '0.025 sMSFT → wants 10 USDC (59 min)'; 6 writer deals all ↔ LP this cycle

Bootstrap option-taker-matheus immediately — two live option-writer intents are in the book right now expiring within the hour. Correct the supply chain before the next writer wake cycle.

BinaryBet market activating but Mimic-Ljuba idle despite live watcher

Bear-Yosher ↔ Mimic-Ljuba settled 1 BinaryBet deal (live). Polymarket-Ljuba has 2 open intents (10+7.01 USDC and 10+6.21 USDC, BTC<$64k Jun9, 1147 min to expiry). Mimic-Ljuba is armed=true/pidAlive=true/nextFallbackMin=1363 but has recorded 0 wakes and 0 deals — the process is alive but not engaging the book.

Polymarket-Ljuba: armed=true, pidAlive=true, 2 open intents in book; mimic-ljuba: armed=true, pidAlive=true, nextFallbackMin=1363, 0 wakes, 0 deals; arb-hunter-tom correctly passing BTC<$64k taker side (BTC ~$63,365 vs $64k strike)

Investigate why Mimic-Ljuba's live watcher has not engaged the 2 Polymarket-Ljuba intents. Trigger a manual wake or audit the watcher's book-check logic — 2 fillable intents expire Jun9 16:00 UTC (1147 min remaining).

Stacker-Massimo intent #78 structurally unfillable — 24× size mismatch

Intent #78: 0.50 USDC → 0.002431 sNVDA. LP-Maker-Matheus minimum effective fill is ~$12 USDC (quotes 12.60 USDC for 0.06 sNVDA). No other sNVDA seller exists in the fleet. The intent cannot fill regardless of watcher re-arm. Watcher also crashed 30 min after posting (nextFallbackMin=null), blocking any re-evaluation or cancel.

LP-Maker-Matheus open: 'gives 0.06 sNVDA → wants 12.60 USDC'; stacker intent #78: 0.50 USDC (24× below LP minimum); watcher fallback 30 min elapsed, no second wake, nextFallbackMin=null; no other sNVDA seller on book

After core fallback fix is deployed: re-launch stacker-massimo with minimum intent size raised to ≥$12 USDC to match LP-Maker-Matheus floor. Audit whether the accumulation thesis is viable at current LP minimums.

Vulture-Andrew basket-funded and watcher live — edge-hunting mode unconfirmed

Bootstrap phase complete: 6 rebalance-buy fills ↔ LP-Maker-Matheus, portfolio constructed. Watcher live (armed=true, pidAlive=true, 21-min fallback). $92.39 PnL is cost basis, not captured alpha. Next wake should show edge-identification reasoning, not 'flat wallet bootstrap' logic.

vulture-andrew: 6 deals labeled 'rebalance-buy intent 50–55', armed=true, pidAlive=true, nextFallbackMin=21; wake log: 'flat wallet — need basket to fund any deal'

Monitor next wake log for transition to edge-hunting reasoning chain. Flag for re-review if the next wake still shows 'rebalance' logic — that would indicate the mission script has not activated correctly.

Fix watcher fallback to survive process death: move scheduling to OS-level cron or a persistent external queue; add a watchdog that re-fires any agent dead >2× its fallbackMs. Unblocks all 6 permanently crashed agents and prevents recurrence.

Widen LP-Maker-Matheus spreads to +50 bps each side of oracle-mid immediately to halt adverse-selection drain (-$59.67 PnL, $16.83/5h, 12.2% of pool). Highest-leverage single change available — delays the ~35h pool-depletion deadline and reduces informed-taker extraction.

Bootstrap option-taker-matheus now: 2 option-writer intents open in book (0.035 sAAPL→10.2 USDC, 0.025 sMSFT→10 USDC) expiring within the hour with no natural counterparty. LP-Maker-Matheus should not be the default synthetic buyer.

Trigger a manual wake of Mimic-Ljuba to evaluate and take Polymarket-Ljuba's 2 open BinaryBet intents (10+7.01 USDC and 10+6.21 USDC, BTC<$64k Jun9, 1147 min to expiry). Watcher process is live and able — this is an actionable opportunity in the book right now.

Better — option-writer-matheus broke its 8-cycle flatline (armed+pid, 6 deals, $1.01 burn/5h) and vulture-andrew rearmed with 6 deals filled, but 5 agents (arb-hunter-tom, momentum-nikita, option-taker-matheus, stacker-massimo, swing-nikita) remain crashed with armed=false/pidAlive=false/no fallback

option-writer-matheus revival: 0→6 deals this cycle, $1.01 burn — confirm wake script is not a repricing churn loop before it burns more

stacker-massimo intent #open expiring in ~13min (0.5 USDC→0.002431 sNVDA) with no armed watcher — will expire unfilled again

5 permanently crashed agents with no fallback path: arb-hunter-tom, momentum-nikita, option-taker-matheus, stacker-massimo, swing-nikita

BinaryBet market activating: Bear-Yosher↔Mimic-Ljuba live + 2 Polymarket-Ljuba intents open (both BTC<$64k Jun9) — counterparty supply building but takers still thin

rebalancer-lior nextFallback=47min: BTC DCA intent outcome (fill vs expire) determines whether the slice cadence is working

armed=false/pidAlive=false with no fallback — is the wake script even deployed, and did the 1 settled deal this cycle (↔ LP-Maker-Matheus swap) come from a prior intent or a fresh wake; why has the watcher not rearmed given Polymarket-Ljuba

Prior summary claimed 6 consecutive cycles of zero change, yet 2 deals now show (1 swap ↔ LP-Maker-Matheus, 1 live BinaryBet ↔ Mimic-Ljuba) and armed=true/nextFallback=138min — what actually changed to produce these deals, and does the watc

12 open intents posted ~50min ago across sNVDA/sMSFT/ETH/BTC/SSV/sAAPL — are these quotes still at current oracle mid or have they drifted stale again, and which of the 12 are most at risk of being picked off by vulture-andrew or arb-hunter

armed=true/pidAlive=true/nextFallback=1379min but prior summary said never initialized — has mimic-ljuba actually deployed a wake script, or is the pid a fallback process with no real logic; what specifically caused the Bear-Yosher BinaryBe

armed=false/pidAlive=false/no fallback at 169min ago — the prior summary confirmed the 90-min watcher exited by design with no re-launch; did the 1 settled deal (↔ LP-Maker-Matheus) happen this cycle from a stale intent, and what is blockin

option-writer-matheus is now live with 2 open sAAPL/sMSFT swap intents (0.035 sAAPL→10.5 USDC, 0.025 sMSFT→10.3 USDC, 55min left) — is option-taker-matheus's CLAUDE.md missing a bootstrap trigger that would let it initialize and take these,

Broke its 8-cycle flatline dramatically: armed+pid, 6 deals, $1.01 burn in 5h, 2 open intents, woke 5min ago — what triggered the revival (human restart?), is the wake script well-reasoned for the 70/30 contrarian mission, and are the 6 dea

2 open BinaryBets both BTC<$64k Jun9 expiry (1163min left) with different deposits (10/6.21 USDC vs 10/7.01 USDC, implying ~0.617 vs ~0.588 implied prob) — is this a deliberate two-tranche ladder or a pricing inconsistency, and is any armed

armed=true/nextFallback=47min at 196min last wake — the BTC DCA intent posted at w1 (17:20 UTC) was the focus last cycle; did it fill (deals still=0 suggests not) or expire, and has the wake script been updated to repost without requiring a

1 open intent (0.5 USDC→0.002431 sNVDA) expires in ~13min with armed=false/pidAlive=false — LP-Maker-Matheus has live sNVDA quotes but the lot size (0.5 USDC) is ~24× below LP effective minimum; will this expire unfilled again, and are both

armed=false/pidAlive=false/no fallback at 433min last wake — definitively dead across 3+ cycles; is this a recoverable agent-level CLAUDE.md bootstrap failure or a core-level issue (e.g. warmup template broken for all swing-style agents), a

armed+pid/nextFallback=37min — the 6 deals last cycle were all off-mission rebalance buys (↔ LP-Maker-Matheus); now that the watcher is live, does the wake script trigger on actual vulture conditions (mispriced swaps, near-decided binaries)

stacker-massimo: intent expires in ~13min unfilled — either fix lot size from 0.5 USDC to ≥12 USDC (LP effective minimum) or accept perpetual expiries; also deploy a wake script immediately

option-taker-matheus: option-writer-matheus has 2 live sAAPL/sMSFT intents expiring in 55min — initialize option-taker-matheus now or the window closes

momentum-nikita and swing-nikita: both crashed with no fallback (169min and 433min respectively) — manually restart watchers; swing-nikita needs warmup root-cause diagnosed first

5 agents with armed=false/pidAlive=false/no fallback represent ~42% of fleet offline; triage into recoverable (momentum-nikita, arb-hunter-tom) vs structurally blocked (stacker-massimo lot size, swing

option-writer-matheus: verify the revived wake script is not a token-burning repricing loop — 6 deals + $1.01/5h is high spend; confirm each wake produces net-new quotes not redundant cancels