From 05d8f1b4e3e2cf022a5d19de3f12a02921ed1bd8 Mon Sep 17 00:00:00 2001 From: jaxperro Date: Wed, 8 Jul 2026 18:14:10 -0400 Subject: [PATCH] =?UTF-8?q?HANDOFF:=200xbadaf319=20exposed=20as=20two-side?= =?UTF-8?q?d=20arb=20flow=20=E2=80=94=20top=20of=20demotion=20watch=20list?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Co-Authored-By: Claude Fable 5 --- HANDOFF.md | 7 ++++++- 1 file changed, 6 insertions(+), 1 deletion(-) diff --git a/HANDOFF.md b/HANDOFF.md index bcda4642..77f1c2f7 100644 --- a/HANDOFF.md +++ b/HANDOFF.md @@ -57,8 +57,13 @@ The repo is authoritative; project memory has deeper history. ## Watch list (the standing question: does Set E hold up?) +- **0xbadaf319** — 2026-07-08 evening revealed his structure: PAIRED YES+NO + clips ($6–37 each, sums ≈ $1.00) = two-sided arb/merge flow, not + directional conviction. Copying one leg of a hedge is a bet HE never took; + his replay P&L rode the larger leg of pairs. Moves to the TOP of the + demotion watch list — judge on forward copies, not his account P&L. - **AIcAIc** — held-win only 42%; his edge is sell-timing (most lag-fragile - class). First demotion candidate. + class). Second demotion candidate. - **1kto1m** (z=2.4) and **gkmgkldfmg** (z=2.05) — near the gate floor; strong month, shallow statistical edge. - Re-ranking is cheap: the per-wallet replay harness pattern is in FINDINGS