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Wallet Spy Review 261017 1203

Facts-only Wallet Spy report view. Raw position lines, protocol exposure, flow notes, P&L deltas, and Cody/Damon parity status are preserved and wrapped for review.

Wallet Spy Damon-shaped Rendered 2026-10-17T04:03:59.548Z

Damon Parity Check

Cody direct-source: YELLOW / PARTIAL — fresh reviewed recovery collector scanned all 15 wallets; required report sections retained with explicit coverage gaps. Production collector restoration remains separate.
Damon paused by user; Cody-only using embedded parity contract + Cody baselines.
Damon latest: paused by user / not checked.
Parity basis: embedded Damon template + Cody raw snapshot from 16 Oct 2026. No Damon pass-through.
Reconstructed from Cody: all five report sections and raw diff appendix; no Damon pass-through.
Sections: Top Protocols=covered for returned aggregates, Position Changes=covered for returned legs, Large Cash/Token Movements=partial, P&L Changes=covered for matched legs, Current Visible Positions=partial.
PARTIAL: Avalanche Aave token books, incomplete Plasma decoding (12/18 reserves), non-Arbitrum GMX legs and positions behind Zerion aggregates remain outside this recovered reader. Ethereum Aave token books were decoded in both current and prior raw snapshots. Empty returned bodies do not prove zero exposure.

Wallet Spy Report

- Runtime: 2026-10-17 12:03:36 SGT / 2026-10-17 04:03 UTC
- Source: node C:\PJ\temp\wallet-spy-review\261017\recovery\collector\wallet-spy-recovery.js (one-off recovered reader, NO_SAVE=1)
- Marks: BTC=$81,543.31, ETH=$2,427.34
- Lookback: 24h (normal; ETH/ARB token transfers only)
- On-chain history coverage: complete for requested ETH/ARB token scopes; Alchemy requests 0/200.
- Source freshness: collected 2026-10-17 12:02:59–2026-10-17 12:03:36 SGT; sequential wallet observations, not an atomic market snapshot. ETH/ARB transfer cutoff approximately 2026-10-16 12:02:59 SGT.
- Aave reserve decode coverage: ARB 20/20; PLASMA 12/18; ETH 67/67.
- Prior saved report baseline: C:/PJ/temp/wallet-spy-review/261016/wallet-spy-fresh.json (2026-10-16 12:01:50 SGT)
- Script stdout: 15 wallets; no wallet-state save; 0 provider errors; ETH/ARB/Plasma Aave decode attempted
- Dedup note: 105 returned token-transfer records across 30 wallet/chain scopes; tracked-wallet sides may repeat.
- PARTIAL: token lookback starts after prior snapshot; 1.15 minutes are outside transfer coverage. Missing interval does not establish no activity.
- Factual invariant: 8d8b is not bro’s wallet

Top Protocols by Wallet

Value basis: Zerion deposited/staked/locked/reward/investment values; direct Aave collateral fills gaps. GMX/Lighter/Ostium and Hyperliquid perps use open notional; Hyperliquid without perps uses account plus spot value. Per protocol, the larger available aggregate/direct value is ranked; both observations are retained below, never added. The five highest qualifying protocols plus watched GMX above $1,000 are shown. These different value bases must not be added as net worth.

CD2

- Aave V3: $3,009,206.49 (ranked on direct collateral). Zerion $3,008,194.01; plasma $2,008,214.02, arbitrum $999,974.25, binance-smart-chain $4.46, ethereum $1.27 | direct collateral $3,009,206.49; PLASMA $2,009,098.81, ARB $1,000,107.68.
- Lighter: $204,220.28 (ranked on open notional). open notional $204,220.28; account $129,104.66.
- Hyperliquid: $55,333.5 (ranked on open notional). open notional $55,333.5; account $21,075.69, spot $99,261.42.
- GMX: $8,871.31 (ranked on Zerion). Zerion $8,871.31; arbitrum $8,871.31.
- USD.AI: $1,117.23 (ranked on Zerion). Zerion $1,117.23; arbitrum $1,117.23.

3-3

- Aave V3: $9,720,218.25 (ranked on Zerion). Zerion $9,720,218.25; ethereum $8,878,336.09, arbitrum $841,881.99, avalanche $0.16, optimism $0.03 | direct collateral $9,715,675.6; ETH $8,873,906.3, ARB $841,769.3.
- Hyperliquid: $8,567,115.8 (ranked on open notional). open notional $8,567,115.8; account $801,561, spot $1,645,559.6.
- Lighter: $312,314 (ranked on open notional). open notional $312,314; account $87,525.22.

1-3

- Aave V3: $5,716,764.09 (ranked on Zerion). Zerion $5,716,764.09; ethereum $5,716,764.09 | direct collateral $5,709,989.67; ETH $5,709,989.67.

fab4

- GMX: $209,655.93 (ranked on open notional). Zerion $4,874.39; arbitrum $4,874.39 | open notional $209,655.93.

fab3

- Polymarket: $9,996.01 (ranked on Zerion). Zerion $9,996.01; polygon $9,996.01.
- GMX: $2,391.15 (ranked on Zerion). Zerion $2,391.15; avalanche $2,313.82, arbitrum $77.33.

fab1

- Kinetiq: $3,976,357.15 (ranked on Zerion). Zerion $3,976,357.15; hyperevm $3,976,357.15.
- Lighter: $1,211,651.86 (ranked on open notional). open notional $1,211,651.86; account $390,770.98.
- HyperLend: $481,320.56 (ranked on Zerion). Zerion $481,320.56; hyperevm $481,320.56.
- Hyperliquid: $92,566.9 (ranked on account + spot). account + spot $92,566.9; account $0, spot $92,566.9.
- Aave V3: $12,135.88 (ranked on Zerion). Zerion $12,135.88; arbitrum $12,134.16, avalanche $1.72 | direct collateral $12,132.56; ARB $12,132.56.

fab2

- No qualifying protocol exposure returned by covered endpoints.

9cc

- Aave V3: $497,401.26 (ranked on Zerion). Zerion $497,401.26; arbitrum $497,401.26 | direct collateral $497,335.56; ARB $497,335.56.
- Hyperliquid: $23,032.65 (ranked on account + spot). account + spot $23,032.65; account $0, spot $23,032.65.
- GMX: $4,079.45 (ranked on Zerion). Zerion $4,079.45; arbitrum $4,063.68, avalanche $15.77.

96e4

- Hyperliquid: $549,356.61 (ranked on open notional). open notional $549,356.61; account $64,461.5, spot $0.
- GMX: $67,893.62 (ranked on open notional). Zerion $531.74; arbitrum $531.74 | open notional $67,893.62.

Stephen

- revest: $183,996.72 (ranked on Zerion). Zerion $183,996.72; ethereum $183,996.72.
- Euler v2: $84,849.52 (ranked on Zerion). Zerion $84,849.52; plasma $84,849.51, ethereum $0.01.

8d8b

- Pendle: $12,035,115.14 (ranked on Zerion). Zerion $12,035,115.14; ethereum $12,035,115.14.
- Venice: $364,181.6 (ranked on Zerion). Zerion $364,181.6; base $364,181.6.
- Morpho: $160,218.16 (ranked on Zerion). Zerion $160,218.16; hyperevm $160,218.16, ethereum $0.

dee

- No qualifying protocol exposure returned by covered endpoints.

dee2

- No qualifying protocol exposure returned by covered endpoints.

Monetrix

- Hyperliquid: $4,402,638.88 (ranked on open notional). open notional $4,402,638.88; account $443,282.98, spot $4,404,415.14.

CBB

- Hyperliquid: $60,053,925.27 (ranked on open notional). open notional $60,053,925.27; account $21,046,340.19, spot $21,668,083.33.
- Morpho Blue: $4,636,129.04 (ranked on Zerion). Zerion $4,636,129.04; ethereum $4,636,129.04.
- Pendle: $1,277,692.4 (ranked on Zerion). Zerion $1,277,692.4; ethereum $1,277,692.4.
- Kinetiq: $345,858.71 (ranked on Zerion). Zerion $345,858.71; hyperevm $345,858.71.
- Re: $4,699.81 (ranked on Zerion). Zerion $4,699.81; ethereum $4,699.81.

Position Changes Since Prior Saved Report

Quantity basis: current raw versus 2026-10-16 12:01:50 SGT raw. Compare wallet, venue/account, side, symbol and base units/contracts; price, notional and unrealised P&L alone never count as resizing. Missing legs in either snapshot mean visibility changed, not a confirmed trade. GMX base units use the collector sizeUsd/entryPrice estimate; current native API sizeInTokens is independently checked against every returned GMX leg. Aave token-book gaps do not establish unchanged token composition.

CD2

- ➕ New visible — Lighter 16230 LONG XAU: no prior visible line -> 20 base units; opening unconfirmed.
- ➕ New visible — Lighter 16230 LONG ETH: no prior visible line -> 25 base units; opening unconfirmed.

3-3

- ⬆️ Increased — Aave (ETH) USDC borrow: 773,962.8867 -> 974,083.2343 tokens.
- ⬇️ Reduced — Aave (ARB) USDC borrow: 484,295.0175 -> 284,338.6558 tokens.

1-3

- 🟰 Unchanged composition — still Aave ETH book.

fab4

- 🟰 Unchanged composition — still GMX LONG SOL 2,536.9933 base units; GMX SHORT HYPE 601.9345 base units.

fab3

- 🟰 Unchanged composition — still HL SHORT para:ANSEM 6,652 base units.

fab1

- ⬇️ Reduced — Lighter 129770 SHORT HYPE: 15,650 -> 15,149 base units (Δ -501).

fab2

- PARTIAL: no detailed comparable legs returned; composition change unavailable.

9cc

- 🟰 Unchanged composition — still Aave ARB book.

96e4

- ➕ New visible — HL main SHORT UNI: no prior visible line -> 1,700 base units; opening unconfirmed.
- ⬆️ Increased — HL xyz SHORT xyz:CL: 200 -> 5,400 base units (Δ 5,200).
- ⬇️ Reduced — GMX SHORT GOLD: 17.9854 -> 12.9855 base units (Δ -5).
- ❌ Closed visible — HL xyz SHORT xyz:BRENTOIL: 1,000 base units -> no longer visible; closure unconfirmed.
- ❌ Closed visible — GMX LONG BRENTOIL: 999.4167 base units -> no longer visible; closure unconfirmed.

Stephen

- PARTIAL: no detailed comparable legs returned; composition change unavailable.

8d8b

- PARTIAL: no detailed comparable legs returned; composition change unavailable.

dee

- PARTIAL: no detailed comparable legs returned; composition change unavailable.

dee2

- PARTIAL: no detailed comparable legs returned; composition change unavailable.

Monetrix

- ⬆️ Increased — HL main SHORT HYPE: 53,678.22 -> 54,914.35 base units (Δ 1,236.13).

CBB

- ➕ New visible — HL xyz SHORT xyz:NVDA: no prior visible line -> 78.591 base units; opening unconfirmed.
- ➕ New visible — HL xyz SHORT xyz:HOOD: no prior visible line -> 2,796.702 base units; opening unconfirmed.
- ⬆️ Increased — HL xyz SHORT xyz:INTC: 52,877.25 -> 58,529.46 base units (Δ 5,652.21).
- ⬇️ Reduced — HL xyz LONG xyz:PLTR: 4,724.246 -> 1,996.511 base units (Δ -2,727.735).
- ⬇️ Reduced — HL xyz SHORT xyz:COIN: 4,176.658 -> 3,748.749 base units (Δ -427.909).
- ⬆️ Increased — HL xyz SHORT xyz:META: 4,238.182 -> 4,628.625 base units (Δ 390.443).
- ⬆️ Increased — HL xyz LONG xyz:AAPL: 748.938 -> 1,847.245 base units (Δ 1,098.307).
- ⬇️ Reduced — HL xyz LONG xyz:MSFT: 346.285 -> 184.71 base units (Δ -161.575).
- ⬆️ Increased — HL xyz SHORT xyz:ORCL: 804.283 -> 1,149.83 base units (Δ 345.547).
- ⬆️ Increased — HL xyz SHORT xyz:GOOGL: 17.644 -> 1,054.462 base units (Δ 1,036.818).
- ⬆️ Increased — HL xyz SHORT xyz:AMZN: 586.473 -> 655.613 base units (Δ 69.14).
- ⬆️ Increased — HL xyz SHORT xyz:AMD: 1,406.842 -> 2,931.71 base units (Δ 1,524.868).
- ⬆️ Increased — HL xyz SHORT xyz:MU: 4,740.071 -> 5,601.225 base units (Δ 861.154).
- ⬆️ Increased — HL xyz SHORT xyz:SNDK: 290.252 -> 2,190.24 base units (Δ 1,899.988).
- ⬆️ Increased — HL xyz SHORT xyz:MSTR: 10,864.401 -> 23,710.27 base units (Δ 12,845.869).
- ⬇️ Reduced — HL xyz LONG xyz:CRCL: 1,091.448 -> 201.682 base units (Δ -889.766).
- ⬇️ Reduced — HL xyz SHORT xyz:NFLX: 9,607.572 -> 9,367.027 base units (Δ -240.545).
- ⬆️ Increased — HL xyz SHORT xyz:LLY: 6.9084 -> 7.8058 base units (Δ 0.8974).
- ⬆️ Increased — HL xyz SHORT xyz:TSM: 17.073 -> 111.365 base units (Δ 94.292).
- ⬇️ Reduced — HL xyz SHORT xyz:SILVER: 269,218.02 -> 266,698.24 base units (Δ -2,519.78).
- ⬇️ Reduced — HL xyz SHORT xyz:BABA: 653.848 -> 640.558 base units (Δ -13.29).
- ⬆️ Increased — HL xyz LONG xyz:CL: 4,997.875 -> 10,497.475 base units (Δ 5,499.6).
- ⬆️ Increased — HL xyz LONG xyz:COPPER: 12,979.12 -> 26,072.32 base units (Δ 13,093.2).
- ⬇️ Reduced — HL xyz LONG xyz:NATGAS: 64,752.8 -> 55,304.8 base units (Δ -9,448).
- ⬇️ Reduced — HL xyz SHORT xyz:PLATINUM: 970.7485 -> 740.9297 base units (Δ -229.8188).
- ⬇️ Reduced — HL xyz SHORT xyz:CRWV: 18,771.1 -> 4,594.44 base units (Δ -14,176.66).
- ⬆️ Increased — HL xyz SHORT xyz:EWY: 697.362 -> 5,077.185 base units (Δ 4,379.823).
- ⬆️ Increased — HL xyz LONG xyz:BRENTOIL: 5,437.81 -> 5,990.66 base units (Δ 552.85).
- ⬇️ Reduced — HL xyz SHORT xyz:HIMS: 226.07 -> 16.46 base units (Δ -209.61).
- ⬆️ Increased — HL xyz SHORT xyz:PURRDAT: 154,774 -> 162,005 base units (Δ 7,231).
- ⬆️ Increased — HL xyz SHORT xyz:MRVL: 20.03 -> 39.2 base units (Δ 19.17).
- ⬆️ Increased — HL xyz SHORT xyz:RKLB: 5,385.82 -> 5,557.88 base units (Δ 172.06).
- ⬆️ Increased — HL xyz SHORT xyz:DRAM: 39,963.4 -> 78,973.3 base units (Δ 39,009.9).
- ➕ New visible — HL xyz SHORT xyz:CBRS: no prior visible line -> 190.62 base units; opening unconfirmed.
- ➕ New visible — HL xyz SHORT xyz:ARM: no prior visible line -> 38.44 base units; opening unconfirmed.
- ⬆️ Increased — HL xyz SHORT xyz:SPCX: 1,310.25 -> 1,809.65 base units (Δ 499.4).
- ⬇️ Reduced — HL xyz SHORT xyz:BB: 30,620.1 -> 28,895.1 base units (Δ -1,725).
- ⬇️ Reduced — HL xyz SHORT xyz:DELL: 1,106.28 -> 980.41 base units (Δ -125.87).
- ⬇️ Reduced — HL xyz LONG xyz:IBM: 10.02 -> 2.87 base units (Δ -7.15).
- ⬆️ Increased — HL xyz SHORT xyz:AVGO: 116.64 -> 144.01 base units (Δ 27.37).
- ⬇️ Reduced — HL xyz SHORT xyz:NBIS: 13,219.04 -> 10,426.26 base units (Δ -2,792.78).
- ⬇️ Reduced — HL xyz LONG xyz:SKHY: 66,060.91 -> 43,915.3 base units (Δ -22,145.61).
- ❌ Closed visible — HL xyz LONG xyz:NVDA: 2,036.598 base units -> no longer visible; closure unconfirmed.
- ❌ Closed visible — HL xyz LONG xyz:HOOD: 0.339 base units -> no longer visible; closure unconfirmed.
- ❌ Closed visible — HL xyz LONG xyz:CBRS: 63.19 base units -> no longer visible; closure unconfirmed.
- ❌ Closed visible — HL xyz LONG xyz:ARM: 1.21 base units -> no longer visible; closure unconfirmed.

Large Cash / Token Movements (last lookback window)

ETH/ARB token transfers over 24h; $100k movement grouping threshold, with GMX $50k. Native tokens and other chains are not covered. Labels are source classifications, not verified recipient identities.
Sources: Powered by Etherscan.io APIs (https://etherscan.io).

CEX deposits / withdrawals

No material CEX deposit / withdrawal flows surfaced in the covered lookback window.

Bridge in / out

PARTIAL: bridge routing cannot be classified from this token-transfer reader alone; no bridge claim made.

Protocol inflows / outflows

- 3-3: Aave aEthUSDC; in $200,000, out $0; USDC.
- 3-3: Hyperliquid; in $199,999, out $0; USDC.
- CBB: CoW Protocol; in $484,420.4, out $483,892.65; USDT, USDC.

Large unknown counterparty transfers

- 3-3: 0xb3fa262d0fb521cc93be83d87b322b8a23daf3f0; in $0, out $200,000; USDC; ETH.
- 3-3: 0x724dc807b04555b71ed48a6896b6f41593b8c637; in $0, out $199,999; USDC; ARB.
- 3-3: 0xa95d9c1f655341597c94393fddc30cf3c08e4fce; in $0, out $199,999.92; USDC; ARB.
- 3-3: zero-address mint/burn (not an external sender); in $199,999.92, out $0; USDC; ARB.
- 96e4: 0xd0db9ad09e785b51d6549766141bb58def8aea7b; in $0, out $176,467.62; ETH; ETH.
- 96e4: 0xff162c694eaa571f685030649814282ea457f169; in $47,563.55, out $111,456.53; USDC; ARB.
- 8d8b: 0x89c6340b1a1f4b25d36cd8b063d49045caf3f818; in $0, out $130,343.78; USDC; ETH.
- 8d8b: 0x38b0c12ab81976e9417d4ebfe2a34db6df22e6ad; in $130,343.78, out $0; USDC; ETH.
- 8d8b: zero-address mint/burn (not an external sender); in $105,330, out $0; USDC; ARB.
- CBB: 0xa95f4e185b321d5b67592b295325f5cf9b7317d7; in $0, out $450,000; USDT; ETH.
- CBB: 0x38b0c12ab81976e9417d4ebfe2a34db6df22e6ad; in $400,000, out $0; USDC; ETH.
- CBB: 0xf38e90b5aa7ed798a92803c5ff4cef5ca0ddd16b; in $0, out $499,999.8; USDC; ARB.
- CBB: zero-address mint/burn (not an external sender); in $499,999.8, out $0; USDC; ARB.

Tracked-wallet internal transfers

No material tracked-wallet internal transfers surfaced in the covered lookback window.

P&L Changes vs Prior Saved Report

Unrealised P&L on matched visible legs, not realised profits or complete funding/fee history; size changes and price moves can both affect the delta.

CD2

- HL main LONG ATOM: -$12,242.05 -> -$11,524.55 (Δ $717.5).
- HL main LONG W: -$39,172.63 -> -$39,996.63 (Δ -$824).
- Lighter 16230 LONG DOT: -$2,290.31 -> -$1,181.81 (Δ $1,108.5).
- Lighter 16230 LONG LINK: -$126.57 -> -$301.89 (Δ -$175.32).

3-3

- HL main SHORT BTC: -$55,950.85 -> -$54,433.75 (Δ $1,517.1).
- HL main SHORT ETH: -$873,310.37 -> -$852,640.37 (Δ $20,670).
- HL main SHORT AAVE: -$1,625,820.78 -> -$1,581,414.68 (Δ $44,406.1).
- Lighter 294149 SHORT AAVE: -$119,491.24 -> -$115,671.24 (Δ $3,820).

1-3

- No matched visible perp P&L delta above $1 available.

fab4

- GMX LONG SOL: $98,432.78 -> $97,704.71 (Δ -$728.07).
- GMX SHORT HYPE: -$6,927.92 -> -$6,429.52 (Δ $498.4).

fab3

- HL para SHORT para:ANSEM: $1,056.77 -> $1,046.21 (Δ -$10.56).

fab1

- Lighter 129770 SHORT HYPE: -$53,235.58 -> -$37,689.11 (Δ $15,546.48).

fab2

- No matched visible perp P&L delta above $1 available.

9cc

- No matched visible perp P&L delta above $1 available.

96e4

- HL xyz SHORT xyz:CL: $39 -> -$3,560.27 (Δ -$3,599.27).
- GMX SHORT GOLD: -$1,204.31 -> -$659.02 (Δ $545.29).
- GMX SHORT SILVER: -$196.44 -> -$12.95 (Δ $183.48).

Stephen

- No matched visible perp P&L delta above $1 available.

8d8b

- No matched visible perp P&L delta above $1 available.

dee

- No matched visible perp P&L delta above $1 available.

dee2

- No matched visible perp P&L delta above $1 available.

Monetrix

- HL main SHORT BTC: -$3,694.71 -> -$3,597.3 (Δ $97.41).
- HL main SHORT HYPE: -$1,079,962.35 -> -$1,034,627.95 (Δ $45,334.4).

CBB

- HL xyz SHORT xyz:TSLA: $13.81 -> $76.55 (Δ $62.73).
- HL xyz SHORT xyz:GOLD: -$33,337.92 -> -$26,014.39 (Δ $7,323.53).
- HL xyz SHORT xyz:INTC: $120,531.12 -> $466,253.42 (Δ $345,722.3).
- HL xyz LONG xyz:PLTR: -$17,765.19 -> -$39,256.2 (Δ -$21,491.01).
- HL xyz SHORT xyz:COIN: -$27,122.08 -> $7,916.59 (Δ $35,038.68).
- HL xyz SHORT xyz:META: $66,965.99 -> $189,882.75 (Δ $122,916.76).
- HL xyz LONG xyz:AAPL: -$2,027.92 -> -$1,120 (Δ $907.92).
- HL xyz LONG xyz:MSFT: $1,961.29 -> -$1,148.2 (Δ -$3,109.48).
- HL xyz SHORT xyz:ORCL: -$939.08 -> $4,392.44 (Δ $5,331.51).
- HL xyz SHORT xyz:GOOGL: -$21.42 -> $8,258.31 (Δ $8,279.73).
- HL xyz SHORT xyz:AMZN: -$2,937.51 -> $325.78 (Δ $3,263.29).
- HL xyz SHORT xyz:AMD: $53,369.81 -> $109,309.91 (Δ $55,940.1).
- HL xyz SHORT xyz:MU: -$226,702.42 -> $22,464.4 (Δ $249,166.82).
- HL xyz SHORT xyz:SNDK: -$15,134.5 -> $45,694.25 (Δ $60,828.75).
- HL xyz SHORT xyz:MSTR: -$98.48 -> $175,602.67 (Δ $175,701.15).
- HL xyz LONG xyz:CRCL: -$12.65 -> -$768.86 (Δ -$756.21).
- HL xyz SHORT xyz:NFLX: -$18,230.51 -> -$1,699.42 (Δ $16,531.09).
- HL xyz SHORT xyz:LLY: -$112.75 -> -$118.3 (Δ -$5.55).
- HL xyz SHORT xyz:SKHX: $7,378.03 -> $8,939.84 (Δ $1,561.81).
- HL xyz SHORT xyz:TSM: $309.02 -> $809.35 (Δ $500.33).
- HL xyz SHORT xyz:SILVER: -$422,299.06 -> -$187,063.37 (Δ $235,235.68).
- HL xyz SHORT xyz:BABA: -$1,701.17 -> $764.22 (Δ $2,465.39).
- HL xyz LONG xyz:CL: $40,580.57 -> $81,190.63 (Δ $40,610.07).
- HL xyz LONG xyz:COPPER: $761.44 -> -$463 (Δ -$1,224.43).
- HL xyz LONG xyz:NATGAS: -$3,040.19 -> -$8,261.59 (Δ -$5,221.4).
- HL xyz SHORT xyz:PLATINUM: -$2,862.28 -> $5,419.05 (Δ $8,281.33).
- HL xyz SHORT xyz:CRWV: -$28,456.09 -> $2,736.45 (Δ $31,192.54).
- HL xyz SHORT xyz:EWY: -$2,939.24 -> $5,739.81 (Δ $8,679.04).
- HL xyz LONG xyz:BRENTOIL: $33,097.01 -> $61,152 (Δ $28,054.99).
- HL xyz SHORT xyz:HIMS: -$367.83 -> -$8.25 (Δ $359.59).
- HL xyz SHORT xyz:PURRDAT: $155,550.64 -> $218,794.25 (Δ $63,243.61).
- HL xyz SHORT xyz:MRVL: -$227.14 -> $224.57 (Δ $451.71).
- HL xyz SHORT xyz:RKLB: $25,768.19 -> $50,762.49 (Δ $24,994.3).
- HL xyz SHORT xyz:DRAM: -$62,244.2 -> $83,334.56 (Δ $145,578.75).
- HL xyz SHORT xyz:SPCX: -$5,356.55 -> $829.6 (Δ $6,186.15).
- HL xyz SHORT xyz:BB: $12,996.66 -> $30,852.7 (Δ $17,856.04).
- HL xyz SHORT xyz:DELL: -$8,365.8 -> $18,771.64 (Δ $27,137.44).
- HL xyz LONG xyz:IBM: $51.72 -> -$4.04 (Δ -$55.76).
- HL xyz SHORT xyz:AVGO: $986.68 -> $1,680.78 (Δ $694.1).
- HL xyz SHORT xyz:NBIS: -$28,211.48 -> $179,195.9 (Δ $207,407.38).
- HL xyz LONG xyz:SKHY: -$153,472.29 -> -$435,274.11 (Δ -$281,801.82).

Current Visible Positions by Wallet

PARTIAL: broad protocol aggregates are available; detailed bodies cover returned HL, Lighter, Arbitrum GMX, Aave and Ostium endpoints only.
Returned venue legs only; absence does not rule out exposure outside covered endpoints.

CD2

- HL positions ($55.3k open, acct $21.1k, spot $99.3k; 2 legs):
  - LONG ATOM: 25,000 base units; $43,957.5 open; 5x; entry $2.22; unrealised P&L -$11,524.55; account main.
  - LONG W: 800,000 base units; $11,376 open; 5x; entry $0.06; unrealised P&L -$39,996.63; account main.
- Lighter positions ($204.2k open, acct $129.1k; 4 legs):
  - LONG XAU: 20 base units; $83,346.2 open; entry $4,163.74; unrealised P&L $71.4; account 16230.
  - LONG ETH: 25 base units; $60,655.5 open; entry $2,400.93; unrealised P&L $632.35; account 16230.
  - LONG DOT: 30,000 base units; $35,579.1 open; entry $1.23; unrealised P&L -$1,181.81; account 16230.
  - LONG LINK: 2,000 base units; $24,639.48 open; entry $12.47; unrealised P&L -$301.89; account 16230.
- Aave (PLASMA): $2,009,098.81 collateral | $0 debt | HF no debt.
  - Supply: PARTIAL: token breakdown unavailable.
- Aave (ARB): $1,000,107.68 collateral | $0 debt | HF no debt.
  - Supply: 1,000,250.339 USDC.
  - HL spot raw balance: {"coin":"USDC","token":0,"total":99261.42243384,"hold":21593.122,"usdValue":99261.42243384}
- GMX API v1 Arbitrum: no visible account positions returned. PARTIAL: Zerion GMX aggregate exposure has no returned Arbitrum perp body; aggregate balances do not establish open perp legs or cover other chains.

3-3

- HL positions ($8.57M open, acct $801.6k, spot $1.65M; 3 legs):
  - SHORT BTC: 3 base units; $244,521.9 open; 20x; entry $63,362.7; unrealised P&L -$54,433.75; account main.
  - SHORT ETH: 1,950 base units; $4,730,700 open; 25x; entry $1,988.74; unrealised P&L -$852,640.37; account main.
  - SHORT AAVE: 23,000 base units; $3,591,893.9 open; 10x; entry $87.41; unrealised P&L -$1,581,414.68; account main.
- Lighter positions ($312.3k open, acct $87.5k; 1 legs):
  - SHORT AAVE: 2,000 base units; $312,314 open; entry $98.32; unrealised P&L -$115,671.24; liq $188.6; account 294149.
- Aave (ETH): $8,873,906.3 collateral | $4,843,830.13 debt | HF 1.4618.
  - Supply: 1,951.074 WETH, 24,999.9951 AAVE, 3 cbBTC.
  - Borrow: 974,083.2343 USDC, 1,767,683.0143 USDT, 2,104,444.2397 GHO.
- Aave (ARB): $841,769.3 collateral | $284,298.1 debt | HF 2.4871.
  - Supply: 0.8133 DAI, 347.163 WETH.
  - Borrow: 284,338.6558 USDC.
  - HL spot raw balance: {"coin":"USDC","token":0,"total":1645559.59603524,"hold":856711.58,"usdValue":1645559.59603524}

1-3

- Aave (ETH): $5,709,989.67 collateral | $3,167,828.59 debt | HF 1.4059.
  - Supply: 25.0046 WBTC, 45.2473 cbBTC.
  - Borrow: 1,859,377.3361 USDT, 1,310,831.3615 GHO.

fab4

- GMX positions ($209.7k open; 2 legs):
  - LONG SOL: 2,536.9933 base units; $167,989.11 open; 12.64x; entry $66.22; unrealised P&L $97,704.71; liq $61.35; collateral $20,988.34.
  - SHORT HYPE: 601.9345 base units; $41,666.82 open; 1.7x; entry $69.22; unrealised P&L -$6,429.52; liq $109.25; collateral $24,594.65.
- PARTIAL: Zerion Aave exposure exists; direct token/debt book unavailable for that chain.

fab3

- HL positions ($779 open, acct $1.9k, spot $1.2M; 1 legs):
  - SHORT para:ANSEM: 6,652 base units; $778.78 open; 3x; entry $0.27; unrealised P&L $1,046.21; account para.
- PARTIAL: Zerion Aave exposure exists; direct token/debt book unavailable for that chain.
  - HL spot raw balance: {"coin":"USDC","token":0,"total":1201548.355426,"hold":1878.234964,"usdValue":1201548.355426}
- GMX API v1 Arbitrum: no visible account positions returned. PARTIAL: Zerion GMX aggregate exposure has no returned Arbitrum perp body; aggregate balances do not establish open perp legs or cover other chains.

fab1

- Lighter positions ($1.21M open, acct $390.8k; 1 legs):
  - SHORT HYPE: 15,149 base units; $1,211,651.86 open; entry $77.49; unrealised P&L -$37,689.11; liq $102.7; account 129770.
- Aave (ARB): $12,132.56 collateral | $0 debt | HF no debt.
  - Supply: 5.0037 WETH.
- HL account/spot (no visible perp legs): account $0, spot $92,566.9.
  - HL spot raw balance: {"coin":"HYPE","token":150,"total":1001.8243869,"hold":0,"usdValue":80048.77398647071}
  - HL spot raw balance: {"coin":"USDT0","token":268,"total":11398.97442295,"hold":-52113.64969153,"usdValue":11398.97442295}
  - HL spot raw balance: {"coin":"STABLE","token":398,"total":42833.343046,"hold":0,"usdValue":1119.149587105888}

fab2

- No detailed venue legs returned by covered endpoints.

9cc

- Aave (ARB): $497,335.56 collateral | $0 debt | HF no debt.
  - Supply: 205.1114 WETH.
- HL account/spot (no visible perp legs): account $0, spot $23,032.65.
  - HL spot raw balance: {"coin":"HYPE","token":150,"total":288.25765758,"hold":0,"usdValue":23032.65161361474}
- GMX API v1 Arbitrum: no visible account positions returned. PARTIAL: Zerion GMX aggregate exposure has no returned Arbitrum perp body; aggregate balances do not establish open perp legs or cover other chains.

96e4

- HL positions ($549.4k open, acct $64.5k, spot $0; 2 legs):
  - SHORT UNI: 1,700 base units; $12,429.21 open; 10x; entry $7.27; unrealised P&L -$62.43; account main.
  - SHORT xyz:CL: 5,400 base units; $536,927.4 open; 20x; entry $98.77; unrealised P&L -$3,560.27; account xyz.
- GMX positions ($67.9k open; 2 legs):
  - SHORT GOLD: 12.9855 base units; $53,520.15 open; 13.69x; entry $4,121.55; unrealised P&L -$659.02; liq $4,387.11; collateral $3,912.35.
  - SHORT SILVER: 251.3462 base units; $14,373.48 open; 12.65x; entry $57.19; unrealised P&L -$12.95; liq $61.22; collateral $1,137.75.
- Lighter account (no visible perp legs): $0.01.

Stephen

- PARTIAL: Zerion Aave exposure exists; direct token/debt book unavailable for that chain.
- No detailed venue legs returned by covered endpoints.

8d8b

- No detailed venue legs returned by covered endpoints.
- Lighter account (no visible perp legs): $0.

dee

- No detailed venue legs returned by covered endpoints.

dee2

- No detailed venue legs returned by covered endpoints.

Monetrix

- HL positions ($4.4M open, acct $443.3k, spot $4.4M; 2 legs):
  - SHORT BTC: 0.204 base units; $16,624.25 open; 20x; entry $63,870.1; unrealised P&L -$3,597.3; account main.
  - SHORT HYPE: 54,914.35 base units; $4,386,014.63 open; 10x; entry $61.03; unrealised P&L -$1,034,627.95; account main.
  - HL spot raw balance: {"coin":"HYPE","token":150,"total":54914.3471657,"hold":41947.13742098,"usdValue":4387821.081580928}
  - HL spot raw balance: {"coin":"UBTC","token":197,"total":0.20381312,"hold":0,"usdValue":16594.05660416}

CBB

- HL positions ($60.05M open, acct $21.05M, spot $21.67M; 45 legs):
  - SHORT xyz:TSLA: 2.731 base units; $960.27 open; 3x; entry $379.65; unrealised P&L $76.55; account xyz.
  - SHORT xyz:NVDA: 78.591 base units; $16,857.77 open; 4x; entry $216.48; unrealised P&L $155.69; account xyz.
  - SHORT xyz:GOLD: 391.6328 base units; $1,631,424.75 open; 4x; entry $4,099.27; unrealised P&L -$26,014.39; account xyz.
  - SHORT xyz:HOOD: 2,796.702 base units; $275,964.57 open; 3x; entry $99.03; unrealised P&L $984.04; account xyz.
  - SHORT xyz:INTC: 58,529.46 base units; $5,255,243.15 open; 3x; entry $97.75; unrealised P&L $466,253.42; account xyz.
  - LONG xyz:PLTR: 1,996.511 base units; $368,216.52 open; 3x; entry $204.09; unrealised P&L -$39,256.2; account xyz.
  - SHORT xyz:COIN: 3,748.749 base units; $650,258 open; 3x; entry $175.57; unrealised P&L $7,916.59; account xyz.
  - SHORT xyz:META: 4,628.625 base units; $3,278,779.09 open; 3x; entry $749.39; unrealised P&L $189,882.75; account xyz.
  - LONG xyz:AAPL: 1,847.245 base units; $632,958.5 open; 3x; entry $343.26; unrealised P&L -$1,120; account xyz.
  - LONG xyz:MSFT: 184.71 base units; $97,478.86 open; 3x; entry $533.96; unrealised P&L -$1,148.2; account xyz.
  - SHORT xyz:ORCL: 1,149.83 base units; $147,373.71 open; 3x; entry $131.99; unrealised P&L $4,392.44; account xyz.
  - SHORT xyz:GOOGL: 1,054.462 base units; $357,694.6 open; 3x; entry $347.05; unrealised P&L $8,258.31; account xyz.
  - SHORT xyz:AMZN: 655.613 base units; $163,359.09 open; 3x; entry $249.67; unrealised P&L $325.78; account xyz.
  - SHORT xyz:AMD: 2,931.71 base units; $1,557,148.45 open; 3x; entry $568.43; unrealised P&L $109,309.91; account xyz.
  - SHORT xyz:MU: 5,601.225 base units; $4,932,774.81 open; 3x; entry $884.67; unrealised P&L $22,464.4; account xyz.
  - SHORT xyz:SNDK: 2,190.24 base units; $2,843,369.57 open; 3x; entry $1,319.06; unrealised P&L $45,694.25; account xyz.
  - SHORT xyz:MSTR: 23,710.27 base units; $3,226,967.75 open; 3x; entry $143.51; unrealised P&L $175,602.67; account xyz.
  - LONG xyz:CRCL: 201.682 base units; $16,573.22 open; 2x; entry $85.99; unrealised P&L -$768.86; account xyz.
  - SHORT xyz:NFLX: 9,367.027 base units; $659,073.39 open; 2x; entry $70.18; unrealised P&L -$1,699.42; account xyz.
  - SHORT xyz:LLY: 7.8058 base units; $9,819.7 open; 3x; entry $1,242.84; unrealised P&L -$118.3; account xyz.
  - SHORT xyz:SKHX: 29.619 base units; $27,365.29 open; 3x; entry $1,225.74; unrealised P&L $8,939.84; account xyz.
  - SHORT xyz:TSM: 111.365 base units; $45,992.63 open; 3x; entry $420.26; unrealised P&L $809.35; account xyz.
  - SHORT xyz:SILVER: 266,698.24 base units; $15,225,269.13 open; 4x; entry $56.39; unrealised P&L -$187,063.37; account xyz.
  - SHORT xyz:BABA: 640.558 base units; $69,731.14 open; 3x; entry $110.05; unrealised P&L $764.22; account xyz.
  - LONG xyz:CL: 10,497.475 base units; $1,043,795.43 open; 4x; entry $91.7; unrealised P&L $81,190.63; account xyz.
  - LONG xyz:COPPER: 26,072.32 base units; $171,811.37 open; 3x; entry $6.61; unrealised P&L -$463; account xyz.
  - LONG xyz:NATGAS: 55,304.8 base units; $187,162.5 open; 3x; entry $3.53; unrealised P&L -$8,261.59; account xyz.
  - SHORT xyz:PLATINUM: 740.9297 base units; $1,210,827.32 open; 3x; entry $1,641.51; unrealised P&L $5,419.05; account xyz.
  - SHORT xyz:CRWV: 4,594.44 base units; $283,086.42 open; 3x; entry $62.21; unrealised P&L $2,736.45; account xyz.
  - SHORT xyz:EWY: 5,077.185 base units; $763,253.22 open; 3x; entry $151.46; unrealised P&L $5,739.81; account xyz.
  - LONG xyz:BRENTOIL: 5,990.66 base units; $643,696.42 open; 3x; entry $97.24; unrealised P&L $61,152; account xyz.
  - SHORT xyz:HIMS: 16.46 base units; $463.53 open; 3x; entry $27.66; unrealised P&L -$8.25; account xyz.
  - SHORT xyz:PURRDAT: 162,005 base units; $1,486,865.69 open; 2x; entry $10.53; unrealised P&L $218,794.25; account xyz.
  - SHORT xyz:MRVL: 39.2 base units; $8,939.56 open; 3x; entry $233.78; unrealised P&L $224.57; account xyz.
  - SHORT xyz:RKLB: 5,557.88 base units; $283,424.09 open; 3x; entry $60.13; unrealised P&L $50,762.49; account xyz.
  - SHORT xyz:DRAM: 78,973.3 base units; $3,678,339.39 open; 3x; entry $47.63; unrealised P&L $83,334.56; account xyz.
  - SHORT xyz:CBRS: 190.62 base units; $24,304.05 open; 2x; entry $134.43; unrealised P&L $1,321.63; account xyz.
  - SHORT xyz:ARM: 38.44 base units; $8,719.35 open; 3x; entry $230.59; unrealised P&L $144.4; account xyz.
  - SHORT xyz:SPCX: 1,809.65 base units; $263,937.45 open; 4x; entry $146.31; unrealised P&L $829.6; account xyz.
  - SHORT xyz:BB: 28,895.1 base units; $232,354.17 open; 2x; entry $9.11; unrealised P&L $30,852.7; account xyz.
  - SHORT xyz:DELL: 980.41 base units; $442,047.26 open; 3x; entry $470.03; unrealised P&L $18,771.64; account xyz.
  - LONG xyz:IBM: 2.87 base units; $664.52 open; 3x; entry $232.95; unrealised P&L -$4.04; account xyz.
  - SHORT xyz:AVGO: 144.01 base units; $47,632.75 open; 3x; entry $342.43; unrealised P&L $1,680.78; account xyz.
  - SHORT xyz:NBIS: 10,426.26 base units; $1,747,545.44 open; 2x; entry $184.8; unrealised P&L $179,195.9; account xyz.
  - LONG xyz:SKHY: 43,915.3 base units; $6,034,401.37 open; 3x; entry $147.32; unrealised P&L -$435,274.11; account xyz.
- PARTIAL: Zerion Aave exposure exists; direct token/debt book unavailable for that chain.
  - HL spot raw balance: {"coin":"USDC","token":0,"total":21668083.33231088,"hold":21104953.526207,"usdValue":21668083.33231088}
- Lighter account (no visible perp legs): $0.01.

Raw Cody Diff Appendix

Baseline: C:/PJ/temp/wallet-spy-review/261016/wallet-spy-fresh.json; current: C:\PJ\temp\wallet-spy-review\261017\wallet-spy-fresh.json. Raw-audit quantity and P&L lines follow; these are evidence, not confirmed trades.
- CHANGED raw Cody mark CD2 HL|main|LONG|ATOM: unchanged 25,000 base units; P&L -$12,242.05 -> -$11,524.55
- CHANGED raw Cody mark CD2 HL|main|LONG|W: unchanged 800,000 base units; P&L -$39,172.63 -> -$39,996.63
- ADDED raw Cody line CD2 Lighter|16230|LONG|XAU 20 base units
- ADDED raw Cody line CD2 Lighter|16230|LONG|ETH 25 base units
- CHANGED raw Cody mark CD2 Lighter|16230|LONG|DOT: unchanged 30,000 base units; P&L -$2,290.31 -> -$1,181.81
- CHANGED raw Cody mark CD2 Lighter|16230|LONG|LINK: unchanged 2,000 base units; P&L -$126.57 -> -$301.89
- CHANGED raw Cody mark 3-3 HL|main|SHORT|BTC: unchanged 3 base units; P&L -$55,950.85 -> -$54,433.75
- CHANGED raw Cody mark 3-3 HL|main|SHORT|ETH: unchanged 1,950 base units; P&L -$873,310.37 -> -$852,640.37
- CHANGED raw Cody mark 3-3 HL|main|SHORT|AAVE: unchanged 23,000 base units; P&L -$1,625,820.78 -> -$1,581,414.68
- CHANGED raw Cody mark 3-3 Lighter|294149|SHORT|AAVE: unchanged 2,000 base units; P&L -$119,491.24 -> -$115,671.24
- CHANGED raw Cody mark fab4 GMX||LONG|SOL: unchanged 2,536.9933 base units; P&L $98,432.78 -> $97,704.71
- CHANGED raw Cody mark fab4 GMX||SHORT|HYPE: unchanged 601.9345 base units; P&L -$6,927.92 -> -$6,429.52
- CHANGED raw Cody mark fab3 HL|para|SHORT|para:ANSEM: unchanged 6,652 base units; P&L $1,056.77 -> $1,046.21
- CHANGED raw Cody line fab1 Lighter|129770|SHORT|HYPE: quantity 15,650 -> 15,149; P&L -$53,235.58 -> -$37,689.11
- ADDED raw Cody line 96e4 HL|main|SHORT|UNI 1,700 base units
- CHANGED raw Cody line 96e4 HL|xyz|SHORT|xyz:CL: quantity 200 -> 5,400; P&L $39 -> -$3,560.27
- CHANGED raw Cody line 96e4 GMX||SHORT|GOLD: quantity 17.9854 -> 12.9855; P&L -$1,204.31 -> -$659.02
- CHANGED raw Cody mark 96e4 GMX||SHORT|SILVER: unchanged 251.3462 base units; P&L -$196.44 -> -$12.95
- REMOVED raw Cody line 96e4 HL|xyz|SHORT|xyz:BRENTOIL 1,000 base units
- REMOVED raw Cody line 96e4 GMX||LONG|BRENTOIL 999.4167 base units
- CHANGED raw Cody mark Monetrix HL|main|SHORT|BTC: unchanged 0.204 base units; P&L -$3,694.71 -> -$3,597.3
- CHANGED raw Cody line Monetrix HL|main|SHORT|HYPE: quantity 53,678.22 -> 54,914.35; P&L -$1,079,962.35 -> -$1,034,627.95
- CHANGED raw Cody mark CBB HL|xyz|SHORT|xyz:TSLA: unchanged 2.731 base units; P&L $13.81 -> $76.55
- ADDED raw Cody line CBB HL|xyz|SHORT|xyz:NVDA 78.591 base units
- CHANGED raw Cody mark CBB HL|xyz|SHORT|xyz:GOLD: unchanged 391.6328 base units; P&L -$33,337.92 -> -$26,014.39
- ADDED raw Cody line CBB HL|xyz|SHORT|xyz:HOOD 2,796.702 base units
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:INTC: quantity 52,877.25 -> 58,529.46; P&L $120,531.12 -> $466,253.42
- CHANGED raw Cody line CBB HL|xyz|LONG|xyz:PLTR: quantity 4,724.246 -> 1,996.511; P&L -$17,765.19 -> -$39,256.2
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:COIN: quantity 4,176.658 -> 3,748.749; P&L -$27,122.08 -> $7,916.59
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:META: quantity 4,238.182 -> 4,628.625; P&L $66,965.99 -> $189,882.75
- CHANGED raw Cody line CBB HL|xyz|LONG|xyz:AAPL: quantity 748.938 -> 1,847.245; P&L -$2,027.92 -> -$1,120
- CHANGED raw Cody line CBB HL|xyz|LONG|xyz:MSFT: quantity 346.285 -> 184.71; P&L $1,961.29 -> -$1,148.2
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:ORCL: quantity 804.283 -> 1,149.83; P&L -$939.08 -> $4,392.44
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:GOOGL: quantity 17.644 -> 1,054.462; P&L -$21.42 -> $8,258.31
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:AMZN: quantity 586.473 -> 655.613; P&L -$2,937.51 -> $325.78
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:AMD: quantity 1,406.842 -> 2,931.71; P&L $53,369.81 -> $109,309.91
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:MU: quantity 4,740.071 -> 5,601.225; P&L -$226,702.42 -> $22,464.4
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:SNDK: quantity 290.252 -> 2,190.24; P&L -$15,134.5 -> $45,694.25
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:MSTR: quantity 10,864.401 -> 23,710.27; P&L -$98.48 -> $175,602.67
- CHANGED raw Cody line CBB HL|xyz|LONG|xyz:CRCL: quantity 1,091.448 -> 201.682; P&L -$12.65 -> -$768.86
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:NFLX: quantity 9,607.572 -> 9,367.027; P&L -$18,230.51 -> -$1,699.42
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:LLY: quantity 6.9084 -> 7.8058; P&L -$112.75 -> -$118.3
- CHANGED raw Cody mark CBB HL|xyz|SHORT|xyz:SKHX: unchanged 29.619 base units; P&L $7,378.03 -> $8,939.84
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:TSM: quantity 17.073 -> 111.365; P&L $309.02 -> $809.35
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:SILVER: quantity 269,218.02 -> 266,698.24; P&L -$422,299.06 -> -$187,063.37
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:BABA: quantity 653.848 -> 640.558; P&L -$1,701.17 -> $764.22
- CHANGED raw Cody line CBB HL|xyz|LONG|xyz:CL: quantity 4,997.875 -> 10,497.475; P&L $40,580.57 -> $81,190.63
- CHANGED raw Cody line CBB HL|xyz|LONG|xyz:COPPER: quantity 12,979.12 -> 26,072.32; P&L $761.44 -> -$463
- CHANGED raw Cody line CBB HL|xyz|LONG|xyz:NATGAS: quantity 64,752.8 -> 55,304.8; P&L -$3,040.19 -> -$8,261.59
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:PLATINUM: quantity 970.7485 -> 740.9297; P&L -$2,862.28 -> $5,419.05
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:CRWV: quantity 18,771.1 -> 4,594.44; P&L -$28,456.09 -> $2,736.45
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:EWY: quantity 697.362 -> 5,077.185; P&L -$2,939.24 -> $5,739.81
- CHANGED raw Cody line CBB HL|xyz|LONG|xyz:BRENTOIL: quantity 5,437.81 -> 5,990.66; P&L $33,097.01 -> $61,152
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:HIMS: quantity 226.07 -> 16.46; P&L -$367.83 -> -$8.25
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:PURRDAT: quantity 154,774 -> 162,005; P&L $155,550.64 -> $218,794.25
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:MRVL: quantity 20.03 -> 39.2; P&L -$227.14 -> $224.57
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:RKLB: quantity 5,385.82 -> 5,557.88; P&L $25,768.19 -> $50,762.49
- CHANGED raw Cody line CBB HL|xyz|SHORT|xyz:DRAM: quantity 39,963.4 -> 78,973.3; P&L -$62,244.2 -> $83,334.56
- ADDED raw Cody line CBB HL|xyz|SHORT|xyz:CBRS 190.62 base units
- ADDED raw Cody line CBB HL|xyz|SHORT|xyz:ARM 38.44 base units
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Source and artifact note

Recovered one-off collector, not the missing production script. All files for this run are under the 261017 folder. No wallet-state save, Damon job or WhatsApp send.
Post-Run Learning
- Result: WARN / YELLOW; current 15-wallet report retains explicit detail gaps.
- Issues encountered: bridge attribution, Avalanche Aave, incomplete Plasma decoding (12/18 reserves), non-Arbitrum GMX and aggregate-only protocol bodies; production path remains absent.
- Root cause: known coverage limits of the reviewed recovery collector; no new provider failures.
- Proposed improvement: none new; existing production-path proposal remains separate.
- Tier: A
- Applied now: memory only; authorised current-date source copy and factual report assembly.
- Proposal path: n/a for this run.
- Evidence path: current raw JSON, collector log, quantity changes, native GMX readback and parity files beside this report.
- Validation: 15 wallets; 30/30 complete token-history scopes; 44 quantity-backed resize lines; native GMX leg/quantity checks PASS. Required HTML headings/theme, public hash and Daily Reads receipt checked at closeout.