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feeds: first truth-scored refresh + refunds counted apart in the replay

Browse Source 
The honest 30d backtest: $1k -> $2,538 (+154%), 78W/18L/112R — not the
refund-inflated +8,627%. Sharp list: 33 copy-positive holders under truth
gates; 0x4bFb-whale and ArbTrader no longer qualify (their conviction
records were carried by 50/50 refunds counted as wins). portfolio.py now
reports refunds as R, not L (a scratch is not a loss).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
jaxperro
2026-07-07 02:50:46 -04:00
parent d84945fc4a
commit 0de033398a
4 changed files with 1074 additions and 924 deletions
Download Patch File Download Diff File Expand all files Collapse all files
live/conviction_wallets.json
+171 -157
View File
@@ -13,6 +13,20 @@
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},
{
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{
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@@ -38,8 +52,8 @@
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@@ -52,8 +66,8 @@
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@@ -149,9 +163,9 @@
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{
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@@ -159,7 +173,7 @@
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@@ -240,13 +254,13 @@
{
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@@ -310,13 +324,13 @@
{
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@@ -324,16 +338,16 @@
{
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@@ -366,13 +380,13 @@
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@@ -411,13 +425,27 @@
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@@ -447,33 +475,19 @@
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@@ -492,13 +506,13 @@
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@@ -517,20 +531,6 @@
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@@ -545,6 +545,20 @@
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@@ -649,13 +663,13 @@
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@@ -713,6 +713,20 @@
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@@ -831,7 +845,7 @@
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@@ -887,7 +901,7 @@
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@@ -895,6 +909,20 @@
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@@ -915,7 +943,7 @@
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@@ -999,7 +1027,7 @@
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@@ -1027,7 +1055,7 @@
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@@ -1077,30 +1105,16 @@
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@@ -1150,13 +1164,13 @@
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@@ -1190,29 +1204,29 @@
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@@ -1234,13 +1248,13 @@
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