jaxperro
c948f0f413
Chain-sweep backfill (784k conds ≈ ~1k calls, not 8 days of per-cond queries) → shadow audit → consumer flips shallowest-to-deepest → trust.py simplification last. Ground rules codify the 2026-07-08 alignment-audit discipline: overlay never rewrite, one flip per day, never coupled with follow-set changes, calibration continuity notes. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
115 lines
6.6 KiB
Markdown
115 lines
6.6 KiB
Markdown
# Session handoff — 2026-07-08 (rev 3: books aligned, Set E live, fresh $1k)
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Self-contained pickup for a fresh session (human or AI). Read
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[README.md](README.md) gotchas 1–15, [FINDINGS.md](FINDINGS.md) (especially
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the three 2026-07-08 sections at the end), and [LIVE_ROLLOUT.md](LIVE_ROLLOUT.md).
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The repo is authoritative; project memory has deeper history.
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## Where things stand (all green)
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- **Live paper bot**: Fly.io `wwf-copybot`, region `arn` (Stockholm), push
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mode, ONE machine. Following **Set E** (7 volume wallets): LSB1,
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imwalkinghere, Kruto2027, 0xbadaf319, gkmgkldfmg, AIcAIc, 1kto1m.
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`flyctl logs --app wwf-copybot`.
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- **The book is a fresh $1,000, reset 2026-07-08 ~20:45 UTC** — this is the
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CALIBRATION EXPERIMENT: measure the live-to-backtest ratio for Set E with
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every fix live from day one; that ratio (not the replay %) sizes real money.
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Old book (Jun 25 → Jul 8, +$229.79) is in git history +
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`archive/copybot_fills.pre-reset-2026-07-08.jsonl`.
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- **The three books agree by construction** (2026-07-08 alignment work):
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same W/L/R/S taxonomy (win% = held-to-resolution only), same
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sold-vs-redeem price discriminator (redeem prints exactly the payout), same
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pinned floors, same follow set. Row-level cross-check bot↔backtest: 7/9
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exact, 0 absent, 2 legit execution diffs. Sharps table reproduces PM's
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per-position books to the dollar; PM's LEADERBOARD is the biased number.
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- **Dashboards**: [jaxperro.com/trading](https://jaxperro.com/trading) =
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paper book + backtest + sharps; [jaxperro.com/live](https://jaxperro.com/live)
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= REAL MONEY page (NOT STARTED until Phase 2). Shared renderer:
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`jaxperro/trading/copybot-section.js`. `?botFeed=`/`?rmFeed=` query params
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override feeds for local testing.
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- **Watchdog live (2026-07-08)**: Fly `/health` check auto-restarts a dark
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machine; GH Actions `watchdog.yml` probes from GitHub's infra and pings
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Discord after 3 failed probes. `copytrade.py` now lives at repo root
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(archive/ is 100% retired code again).
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- **Daily pipeline** (Mac launchd 08:00, fires on wake — typically ~10:00,
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caffeinate-wrapped)
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appends one live-vs-model row/day to `live/history/calibration.csv` and
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re-derives everything under the new rules: entries cursors now invalidate
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daily, `_open_split` folds by the `redeemable` flag, `rtally` splits SOLD.
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- **Backtest**: `portfolio.py` takes `--bank` (backtest.json `"bank"`).
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Published feed stays at $1,000 to match the paper book. $500 run: +2728%
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(small banks compound faster — their-bet ceilings bind later).
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## Queued next-session work (in value order)
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1. **Exact-res_t migration**: plan agreed 2026-07-08 — execute
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[ETHERSCAN_MIGRATION.md](ETHERSCAN_MIGRATION.md) phase by phase
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(0: chain sweep backfill → 1: shadow audit → 2: validate_timing →
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3: portfolio → 4: selection+floors → 5: trust simplification LAST).
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One phase per session, before/after diffs, never coupled with
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follow-set changes.
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2. **Empirical fill model**: every copy now logs a `book` snapshot (spread +
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5c depth) to the fills ledger; once a few weeks accumulate, fit slippage
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vs stake/depth and replace portfolio.py's flat SLIP haircut; add a depth
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gate before real-money sizing.
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3. **Funding-cluster tracer port** to Etherscan logs (Alchemy free tier now
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caps getLogs at 10 blocks — insider.py's ring detection is degraded
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until then).
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## Watch list (the standing question: does Set E hold up?)
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- **0xbadaf319** — 2026-07-08 evening revealed his structure: PAIRED YES+NO
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clips ($6–37 each, sums ≈ $1.00) = two-sided arb/merge flow, not
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directional conviction. Copying one leg of a hedge is a bet HE never took;
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his replay P&L rode the larger leg of pairs. Moves to the TOP of the
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demotion watch list — judge on forward copies, not his account P&L.
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- **AIcAIc** — held-win only 42%; his edge is sell-timing (most lag-fragile
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class). Second demotion candidate.
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- **1kto1m** (z=2.4) and **gkmgkldfmg** (z=2.05) — near the gate floor;
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strong month, shallow statistical edge.
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- Re-ranking is cheap: the per-wallet replay harness pattern is in FINDINGS
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("Aligning the three books"); `python3 live/portfolio.py --wallets 0x…
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--days 30 --out /tmp/w.json` per candidate, then combined-set runs.
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- Rejected-with-evidence (don't re-add without new facts): oliman2 (true
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lifetime ~$19k), leegunner (negative to copy), 0xb0E43B/ArbTraderRookie
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(refund harvesters — real edge, uncopyable margins), lma0o0o0o (negative in
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the shared book), Winnertraders (6.6-day capital locks).
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## Next: Phase 2 — funding (USER ONLY)
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Phase 1 is 8/8 complete (LIVE_ROLLOUT.md). Before funding, the user should
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decide the stranding tolerance explicitly: real money turns the primary risk
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from P&L into the ACCOUNT (US person routing orders via Stockholm through the
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geoblock — a frozen wallet is a different loss category than a losing bet).
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Caps stay $5/trade · $25/day · $30 exposure until Phase 6. Then Phase 3
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preflight (`preflight_live.py`) → Phase 4 supervised first fill → Phase 5
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edge-case matrix. The typed-phrase interlock is the human checkpoint — never
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automated.
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## Standing to-dos (user-only or external)
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- **None open.** Alchemy key ROTATED 2026-07-08: old app "Jax's First App"
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(key `…OdWgOi`, the one leaked to public git history) deleted; new app
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`wwf-rpc-2026-07` (key `…w0BxV5`) wired into gitignored `config.json` +
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the `ALCHEMY_RPC_URL` Fly secret. Verified: old key → HTTP 401 (the key
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in git history is now dead, so no history rewrite needed), new key serves
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Polygon, bot rebooted with settle-fallback ON and made a live copy, Notify
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webhook `wh_blf4qjjvfdbqs9mc` survived (app-delete doesn't touch Notify
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resources) — 7 addresses in sync. Railway project deleted (purges 07-10).
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## Operational quick-reference
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- **Change the follow set**: edit `live/copybot.paper.json` wallets →
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`./live/deploy_bot.sh` (validates → pins floors → syncs Alchemy webhook →
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restarts Fly → confirms banner). Keep `backtest.json` mirrored.
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- **State surgery (reset/repair the book)**: `flyctl machine stop` FIRST,
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push the new state, `flyctl apps restart`, then VERIFY the first heartbeat
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shows the book you wrote (gotcha 15: the bot's memory wins conflicts by
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design, and a boot clone can read a stale GitHub replica for a few seconds).
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- Never 2 Fly machines (`flyctl scale count 1`) — one book, one writer.
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- Cache is single-writer; don't run cache-touching scripts during the daily
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pipeline or a regen. Three cursors per wallet (gotcha 12).
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- Bot commits its own state/feed — `git pull --rebase --autostash` before
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pushing. Image changes (fly.Dockerfile, host/) need
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`flyctl deploy --remote-only`; code/config changes just push + restart.
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