README: July test now 8 wallets in two stake classes (volume 4% / whale 12%)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
jaxperro
2026-07-04 19:18:51 -04:00
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@@ -24,16 +24,19 @@ Three deployed pieces + one static dashboard:
| piece | where it runs | what it does |
|-------|--------------|--------------|
| **daily pipeline** (`live/daily.sh`) | this Mac, launchd 10:00 | refresh the bet cache → 5-gate skill scan → fee-aware sharp selection → conviction floors → backtest book → publish JSON feeds to GitHub |
| **copybot worker** (`copybot.py` via `host/start.sh`) | Railway, 24/7 | polls the 4 followed wallets every 60s, paper-copies their conviction bets with real fees/lag/slippage accounting, settles at CLOB resolution, commits its book back to the repo |
| **copybot worker** (`copybot.py` via `host/start.sh`) | Railway, 24/7 | polls the 8 followed wallets every 60s, paper-copies their conviction bets with real fees/lag/slippage accounting, settles at CLOB resolution, commits its book back to the repo |
| **Discord digest** (`live/discord_daily.py`) | end of the daily pipeline | one message/day: the sharp list with profile links + 30-day conviction stats (per-trade pings retired 2026-07-04; the old Alchemy watcher lives in `archive/webhook_receiver.py`) |
| **dashboard** | [jaxperro.com/trading](https://jaxperro.com/trading) (static, in the `jaxperro` repo) | renders the three JSON feeds: live bot book, backtest book, sharp table |
**The July 2026 live test:** a fresh $1,000 paper book (started 2026-07-02, on
Railway) following **Kruto2027, shisan888, fortuneking, LSB1** — the top
fee-adjusted copy-positive sharps + one curated pick. Every fill records
detection lag, price slippage, and the taker fee; missed bets are recorded and
settled hypothetically. If this month's *measured* numbers hold up, real money
follows (see [`LIVE_TEST.md`](LIVE_TEST.md)).
Railway) following eight wallets in two stake classes (`follow.wallet_class`):
**volume** (4% of equity/bet) — Kruto2027, shisan888, fortuneking, LSB1,
imwalkinghere, iohihoo — and **whale** (12%/bet) — **Stavenson** and the
**`0x4bFb…` whale**, the two big-clip informed holders the trusted-row
re-validation surfaced (added 2026-07-04; see FINDINGS "The holder blind
spot"). Every fill records detection lag, price slippage, and the taker fee;
missed bets are recorded and settled hypothetically. If this month's *measured*
numbers hold up, real money follows (see [`LIVE_TEST.md`](LIVE_TEST.md)).
```
data layer selection execution display
@@ -144,10 +147,15 @@ backtest and bot share:
- **Lag + slippage**: the bot fills at the live CLOB ask at detection (~60s poll),
logging per-fill `detect_lag_s` and `slippage_pct`; the backtest applies a
+0.5%/~90s haircut. Measured so far: ~48s avg / +0.8% avg slip.
- **Dynamic sizing**: each bet stakes **4% of current working equity** (compounds
both ways), halved while equity is below 80% of its high-water mark. The rule
binds **per market** — adds that mirror a sharp scaling in can only top a
position up to the current stake size, never past it.
- **Dynamic sizing, two wallet classes**: each bet stakes a fraction of current
working equity set by the followed wallet's class — `follow.wallet_class`
marks a wallet **`volume`** (default, 4%) or **`whale`** (12%), with the
fractions themselves in `follow.class_pct`. Stakes compound both ways and are
halved while equity is below 80% of its high-water mark. The rule binds
**per market** — adds that mirror a sharp scaling in can only top a position
up to the current stake size, never past it. (The profit-sweep threshold
below stays on the base 4% so which wallet happens to trade doesn't change
when profits get banked.)
- **Profit ratchet** (`stake_cap_usd: 250`): stakes pin at $250; once the book
outgrows that level, surplus cash sweeps to a **banked reserve** that never
bets — locked-in profit, and fills stay inside realistic book depth. A