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Wallet Spy Review 260728 1347

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 2026-07-28T05:49:58.784Z

Damon Parity Check

- Cody direct-source: SUCCESS; no-save run completed in 63.82s; Top Protocols=present; GMX positions=present.

- Damon latest: paused by user; not checked.

- Parity basis: embedded Damon template + Cody-owned baseline.

- Sections: Top Protocols=covered, Position Changes=covered, Large Cash/Token Movements=covered, P&L Changes=covered, Current Visible Positions=partial.

- Damon pass-through sections used: none.

- Missing/partial notes: small GMX protocol exposure body detail unavailable for some wallets; Aave protocol exposure body detail unavailable for one wallet; Zerion-only protocol exposures have no detailed body by design; current Aave token breakdown unavailable for visible Plasma collateral on CD2/9cc; no false Closed classification emitted.

- False-positive pass: Increased/Reduced bullets use base quantities or Aave token quantities; price-only notional/P&L moves kept out of main Position Changes.

Wallet Spy Report

- Runtime: 2026-07-28 13:49 SGT / 2026-07-28 05:49 UTC

- Source: cd C:\PJ\Temp\etherscan-cleanup\remote-current; no-save mode; local secrets path redacted; node .\wallet-spy.js full

- Marks: BTC=$63.5k, ETH=$1.9k

- Lookback: 24.0h (first-run)

- Prior saved report baseline: C:\PJ\temp\wallet-spy-review\260728\wallet-spy-review-1347.prior.raw.md (2026-07-27T05:48:42.655Z)

- Script stdout: exit=0; duration=63.82s; WALLET_SPY_NO_SAVE=1; source contains Top Protocols; no notable stderr source warning

- Factual invariant: 8d8b is not bro's wallet

Top Protocols by Wallet

_Funds/exposure = Zerion deposited/staked/locked/reward/investment values; Aave direct collateral fills gaps. Top five are shown, plus watched priority protocols such as GMX when present. GMX/Ostium/Lighter use open notional. Hyperliquid uses open notional when perps exist, otherwise spot/account value; detail shows acct/spot._

• CD2: Aave V3 $2.50M (Plasma $2.50M, BSC $4); Lighter $456.1k account; Hyperliquid $71.1k open notional (acct $7.4k, spot $67.6k); Ethena $4.4k (ETH $4.4k); USD.AI $1.1k (ARB $1.1k)

• 3-3: Aave V3 $7.56M (ETH $6.91M, ARB $653.4k); Hyperliquid $5.77M open notional (acct $543.1k, spot $1.32M); Lighter $1.13M open notional (acct $300.4k)

• 1-3: Aave V3 $4.44M (ETH $4.44M)

• dee: none >= $1.0k

• dee2: none >= $1.0k

• fab4: GMX $434.2k open notional

• fab3: Hyperliquid $5.82M open notional (acct $1.70M, spot $1.70M); GMX $16.0k (ARB $14.8k, Avax $1.2k); Polymarket $10.0k (Polygon $10.0k)

• fab1: Kinetiq $2.63M (HyperEVM $2.63M); Lighter $513.5k open notional (acct $345.9k); HyperLend $273.7k (HyperEVM $273.7k); Hyperliquid $13.1k spot/assets; KittenSwap $2.8k (HyperEVM $2.8k)

• fab2: none >= $1.0k

• 9cc: GMX $650.2k open notional; Aave V3 $200.0k (Plasma $200.0k)

• 96e4: Hyperliquid $2.90M open notional (acct $311.9k); GMX $55.5k open notional

• Stephen: Euler $84.8k (Plasma $84.8k); Uniswap V3 $14.3k (robinhood $14.3k)

• 8d8b: Pendle $7.57M (ETH $7.57M); GMX $3.05M open notional; Morpho Blue $2.27M (ETH $2.27M); Hyperliquid $392.9k open notional (acct $60.1k, spot $79.3k); Aave V3 $85.3k (ARB $52.0k, Avax $33.3k)

• Monetrix: Hyperliquid $2.81M spot/assets (acct $284.8k)

Position Changes Since Prior Saved Report

CD2

• ❌ Closed — GMX SHORT BTC: 30.9982 BTC -> no longer visible

• ❌ Closed — Lighter LONG BTC: 31 BTC -> no longer visible

• ❌ Closed — Lighter LONG PAXG: 15 PAXG -> no longer visible

3-3

• ⬆️ Increased — HL SHORT ETH: 450 ETH -> 1,350 ETH

• ⬇️ Reduced — Lighter SHORT ETH: 1,500 ETH -> 600 ETH

• ⬇️ Reduced — Aave (ARB) USDC borrow: 110,007 -> 70,001

• ⬆️ Increased — Aave (ETH) USDC borrow: 288,227 -> 418,288

1-3

• ⬆️ Increased — Aave (ETH) USDT borrow: 1,923,610 -> 1,926,022

fab4

• 🟰 Unchanged composition — no material base-size or Aave token-quantity changes vs prior Cody snapshot.

fab3

• 🟰 Unchanged composition — no material base-size or Aave token-quantity changes vs prior Cody snapshot.

fab1

• ⬇️ Reduced — Lighter SHORT HYPE: 11,233 HYPE -> 9,233 HYPE

fab2

• 🟰 Unchanged composition — no material base-size or Aave token-quantity changes vs prior Cody snapshot.

9cc

• 🟰 Unchanged composition — no material base-size or Aave token-quantity changes vs prior Cody snapshot.

96e4

• ❌ Closed — GMX SHORT ETH: 199.93 ETH -> no longer visible

• ➕ New — GMX SHORT NATGAS: no prior visible line -> 20,000 NATGAS

• ➕ New — HL LONG xyz:NATGAS: no prior visible line -> 20,000 xyz:NATGAS

• ⬆️ Increased — HL SHORT ETH: 400 ETH -> 500 ETH

Stephen

• 🟰 Unchanged composition — no material base-size or Aave token-quantity changes vs prior Cody snapshot.

8d8b

• ➕ New — GMX LONG ICP: no prior visible line -> 2,000 ICP

• ❌ Closed — GMX SHORT AAVE: 150.02 AAVE -> no longer visible

• ❌ Closed — GMX SHORT ARB: 266,000 ARB -> no longer visible

• ❌ Closed — GMX SHORT ATOM: 11,999 ATOM -> no longer visible

• ❌ Closed — GMX SHORT BTC: 12.0008 BTC -> no longer visible

• ❌ Closed — GMX SHORT CRV: 199,954 CRV -> no longer visible

• ➕ New — GMX SHORT CVX: no prior visible line -> 9,993 CVX

• ❌ Closed — GMX SHORT DOGE: 669,881 DOGE -> no longer visible

• ➕ New — GMX SHORT DOT: no prior visible line -> 60,002 DOT

• ⬇️ Reduced — GMX SHORT ETH: 1,057 ETH -> 906.91 ETH

• ⬆️ Increased — GMX SHORT FET: 26,000 FET -> 150,997 FET

• ⬇️ Reduced — GMX SHORT HYPE: 2,900 HYPE -> 2,200 HYPE

• ❌ Closed — GMX SHORT LINK: 4,000 LINK -> no longer visible

• ⬇️ Reduced — GMX SHORT LTC: 249.94 LTC -> 189.94 LTC

• ⬇️ Reduced — GMX SHORT MEGA: 349,964 MEGA -> 59,964 MEGA

• ➕ New — GMX SHORT MET: no prior visible line -> 30,005 MET

• ❌ Closed — GMX SHORT ORDI: 16,000 ORDI -> no longer visible

• ⬇️ Reduced — GMX SHORT PENDLE: 21,195 PENDLE -> 20,595 PENDLE

• ❌ Closed — GMX SHORT PUMP: 3,999,813 PUMP -> no longer visible

• ❌ Closed — GMX SHORT SEI: 200,074 SEI -> no longer visible

• ⬆️ Increased — GMX SHORT SUI: 123,022 SUI -> 136,521 SUI

• ⬇️ Reduced — GMX SHORT TAO: 788 TAO -> 768 TAO

• ⬇️ Reduced — GMX SHORT UNI: 13,089 UNI -> 12,089 UNI

• ⬇️ Reduced — GMX SHORT XRP: 108,394 XRP -> 86,394 XRP

• ⬆️ Increased — HL SHORT xyz:STRC: 1,623 xyz:STRC -> 4,495 xyz:STRC

• 🟰 Unchanged composition — Aave (ARB) remains visible in Top Protocols at $52.0k exposure; prior WETH borrow was 17.4, but current token quantity is unavailable, so no Closed classification.

• 🟰 Unchanged composition — Aave (ARB) remains visible in Top Protocols at $52.0k exposure; prior USDC supply was 52,014, but current token quantity is unavailable, so no Closed classification.

Monetrix

• 🟰 Unchanged composition — no material base-size or Aave token-quantity changes vs prior Cody snapshot.

Large Cash / Token Movements (last lookback window)

CEX deposits / withdrawals

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

Bridge in / out

• 3-3: ➡️ net out $577.0k (USDC) ↔ CctpExtension (0xa95d9c...8e4fce) [4 txs, ARB]

• 8d8b: ➡️ net out $202.2k (USDC) ↔ CctpExtension (0xa95d9c...8e4fce) [3 txs, ARB]

Protocol inflows / outflows

• 3-3: ⬅️ net in $120.0k (USDC) ↔ Proxy (0x3b4d79...cf5ca7) [1 txs, ETH]

• 8d8b: ➡️ net out $1.50M (USDC) ↔ EthereumGeneralAdapter1 (0x4a6c31...be0ae0) [4 txs, ETH]

• 8d8b: ⬅️ net in $1.67M (USDC) ↔ Morpho (0xbbbbbb...eeffcb) [8 txs, ETH]

• 8d8b: ⬅️ net in $1.33M (USDC) ↔ Gnosis Safe (0xe6f8ad...a33c46) [3 txs, ETH]

Large unknown counterparty transfers

• 3-3: ➡️ net out $250.0k (USDC) ↔ TokenMinterV2 (0xfd78ee...f5d002) [1 txs, ETH]

• 3-3: ⬅️ net in $550.0k (USDC) ↔ 0x000000...000000 [2 txs, ARB]

• 96e4: ➡️ net out $178.0k (USDC) ↔ 0x97bf06...47b3f9 [5 txs, ARB]

• 96e4: ⬅️ net in $127.0k (USDC) ↔ 0x000000...000000 [5 txs, ARB]

• 8d8b: ➡️ net out $1.48M (USDC) ↔ 0x8f10b4...13f996 [29 txs, ETH]

Tracked-wallet internal transfers

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

P&L Changes vs Prior Saved Report

CD2

• Visible perp unrealized P&L total: -$74 -> $0 ($74 delta).

3-3

• Visible perp unrealized P&L total: -$1.07M -> -$509.2k ($560.5k delta).

1-3

No visible perp P&L delta available from Cody direct-source output.

fab4

• Visible perp unrealized P&L total: $104.5k -> $109.1k ($4.6k delta).

fab3

• Visible perp unrealized P&L total: $288.0k -> $442.7k ($154.7k delta).

fab1

• Visible perp unrealized P&L total: $27.5k -> $65.1k ($37.6k delta).

fab2

No visible perp P&L delta available from Cody direct-source output.

9cc

• Visible perp unrealized P&L total: -$2.8k -> $15.5k ($18.3k delta).

96e4

• Visible perp unrealized P&L total: -$166.2k -> -$74.4k ($91.8k delta).

Stephen

No visible perp P&L delta available from Cody direct-source output.

8d8b

• Visible perp unrealized P&L total: -$67.7k -> $77.1k ($144.8k delta).

Monetrix

• Visible perp unrealized P&L total: -$27.2k -> $203.4k ($230.6k delta).

Current Visible Positions by Wallet

CD2

  • GMX: ⬅️ $372.9k in, ➡️ $0 out (10 txs, ARB)

  • Lighter account: $456.1k account value, no open perp positions visible.

  • Aave (PLASMA): $2.50M collat | $0 debt | HF ∞

  • Protocol detail notes:

    Zerion-only protocol exposure: Ethena $4.4k (ETH $4.4k); detailed position body unavailable/not applicable.

    Zerion-only protocol exposure: USD.AI $1.1k (ARB $1.1k); detailed position body unavailable/not applicable.

3-3

  • Aave aEthUSDC: ⬅️ received $250.0k (USDC)

  • HL positions ($5.77M open, acct $543.1k, spot $1.32M):

    SHORT ETH $2.55M (1,350.00 ETH) @ 25.0x 🟢 $21.6k

    SHORT AAVE $3.23M (33,000.00 AAVE) @ 10.0x 🔴 $-342.6k

  • Lighter positions ($1.13M open, acct $300.4k):

    SHORT ETH $1.13M (600.00 ETH) entry $1573, mark $1887, liq $2359 🔴 $-188.2k [acct 294149]

  • Aave (ETH): $6.91M collat | $3.88M debt | HF 1.42

    Supply: 1,950.68 WETH, 33,000.00 AAVE

    Borrow: 418,288 USDC, 1,578,463 USDT, 1,764,140 GHO

  • Aave (ARB): $653.4k collat | $70.0k debt | HF 7.84

    Supply: 1 DAI, 346.42 WETH

    Borrow: 70,001 USDC

1-3

  • Aave (ETH): $4.44M collat | $2.43M debt | HF 1.43

    Supply: 25.0043 WBTC, 45.0003 cbBTC

    Borrow: 1,926,022 USDT, 503,708 GHO

fab4

  • GMX positions ($434.2k):

    LONG SOL $168.0k (2,536.99 SOL) @ 8.6x, net $37.7k, margin $21.0k, entry $66.22, mark $73.34, liq $58.85 🟢 $18.1k

    SHORT XPL $153.1k (996,582.29 XPL) @ 48.8x, net $77.1k, margin $6.1k, entry $0.1537, mark $0.0794, liq $0.1552 🟢 $74.0k

    SHORT ARB $71.4k (803,603.14 ARB) @ 2.7x, net $35.2k, margin $26.5k, entry $0.0889, mark $0.0779, liq $0.1211 🟢 $8.8k

    SHORT HYPE $41.7k (601.93 HYPE) @ 3.6x, net $19.7k, margin $11.5k, entry $69.22, mark $55.52, liq $87.54 🟢 $8.2k

fab3

  • HL positions ($5.82M open, acct $1.70M, spot $1.70M):

    SHORT xyz:BRENTOIL $5.63M (66,001.02 xyz:BRENTOIL) @ 7.0x 🟢 $379.3k

    SHORT xyz:NBIS $198.5k (1,100.00 xyz:NBIS) @ 3.0x 🟢 $63.4k

  • Protocol detail notes:

    PARTIAL: GMX $16.0k (ARB $14.8k, Avax $1.2k) body detail unavailable from Cody direct-source output.

    Zerion-only protocol exposure: Polymarket $10.0k (Polygon $10.0k); detailed position body unavailable/not applicable.

fab1

  • Lighter positions ($513.5k open, acct $345.9k):

    SHORT HYPE $513.5k (9,233.00 HYPE) entry $62.67, mark $55.62, liq $90.37 🟢 $65.1k [acct 129770]

  • Protocol detail notes:

    Zerion-only protocol exposure: Kinetiq $2.63M (HyperEVM $2.63M); detailed position body unavailable/not applicable.

    Zerion-only protocol exposure: HyperLend $273.7k (HyperEVM $273.7k); detailed position body unavailable/not applicable.

    Zerion-only protocol exposure: KittenSwap $2.8k (HyperEVM $2.8k); detailed position body unavailable/not applicable.

fab2

No current visible positions surfaced in Cody direct-source output.

9cc

  • GMX positions ($650.2k):

    SHORT BTC $650.2k (10.0009 BTC) @ 6.2x, net $119.6k, margin $104.1k, entry $65018, mark $63463, liq $75062, orders 2 🟢 $15.5k

  • Aave (PLASMA): $199.9k collat | $0 debt | HF ∞

96e4

  • HL positions ($2.90M open, acct $311.9k):

    SHORT BTC $1.91M (30.0000 BTC) @ 40.0x 🔴 $-34.2k

    SHORT ETH $943.5k (500.00 ETH) @ 25.0x 🔴 $-40.2k

    LONG xyz:NATGAS $55.1k (20,000.00 xyz:NATGAS) @ 10.0x 🔴 $-436

  • GMX positions ($55.5k):

    SHORT NATGAS $55.5k (20,000.00 NATGAS) @ 8.0x, net $7.3k, margin $6.9k, entry $2.78, mark $2.76, liq $3.09 🟢 $405

Stephen

  • Protocol detail notes:

    Zerion-only protocol exposure: Euler $84.8k (Plasma $84.8k); detailed position body unavailable/not applicable.

    Zerion-only protocol exposure: Uniswap V3 $14.3k (robinhood $14.3k); detailed position body unavailable/not applicable.

8d8b

  • GMX: ⬅️ $88.3k in, ➡️ $83.2k out (45 txs, ARB)

  • HL positions ($392.9k open, acct $60.1k, spot $79.3k):

    SHORT xyz:STRC $392.9k (4,495.40 xyz:STRC) @ 10.0x 🟢 $5.4k

  • GMX positions ($3.05M):

    SHORT ETH $1.72M (906.91 ETH) @ 7.1x, net $254.1k, margin $244.1k, entry $1897, mark $1886, liq $2155 🟢 $10.1k

    SHORT SOL $350.4k (4,499.97 SOL) @ 8.3x, net $62.6k, margin $42.2k, entry $77.86, mark $73.31, liq $86.79, orders 1 🟢 $20.5k

    SHORT TAO $154.9k (768.00 TAO) @ 5.0x, net $41.5k, margin $30.8k, entry $201.66, mark $187.78, liq $239.67, orders 1 🟢 $10.7k

    SHORT HYPE $134.6k (2,200.00 HYPE) @ 4.7x, net $40.9k, margin $28.4k, entry $61.18, mark $55.52, liq $73.45, orders 1 🟢 $12.5k

    SHORT SUI $109.4k (136,520.98 SUI) @ 9.1x, net $28.4k, margin $12.0k, entry $0.8015, mark $0.6819, liq $0.8811, orders 1 🟢 $16.3k

    SHORT XRP $93.7k (86,393.89 XRP) @ 4.7x, net $22.2k, margin $19.9k, entry $1.08, mark $1.06, liq $1.31, orders 1 🟢 $2.2k

    SHORT WLFI $65.6k (1,190,147.03 WLFI) @ 4.1x, net $16.0k, margin $15.8k, entry $0.0551, mark $0.0549, liq $0.0678, orders 1 🟢 $203

    LONG XPL $59.5k (660,113.73 XPL) @ 3.3x, net $10.7k, margin $17.8k, entry $0.0902, mark $0.0794, liq $0.0642, orders 1 🔴 $-7.1k

    SHORT DOT $46.8k (60,001.63 DOT) @ 3.2x, net $15.3k, margin $14.7k, entry $0.7802, mark $0.7697, liq $1.02, orders 1 🟢 $628

    SHORT BNB $46.1k (80.00 BNB) @ 6.6x, net $7.8k, margin $6.9k, entry $576.47, mark $566.04, liq $659.97, orders 1 🟢 $834

    SHORT UNI $45.8k (12,089.38 UNI) @ 3.8x, net $12.5k, margin $11.9k, entry $3.79, mark $3.74, liq $4.74, orders 1 🟢 $560

    SHORT VVV $45.6k (4,100.00 VVV) @ 1.6x, net $21.8k, margin $27.7k, entry $11.13, mark $12.56, liq $17.76, orders 1 🔴 $-5.9k

    SHORT AR $33.3k (16,398.87 AR) @ 6.4x, net $9.0k, margin $5.2k, entry $2.03, mark $1.80, liq $2.33, orders 1 🟢 $3.8k

    SHORT PENDLE $32.1k (20,595.44 PENDLE) @ 4.0x, net $9.5k, margin $7.9k, entry $1.56, mark $1.48, liq $1.93, orders 1 🟢 $1.5k

    SHORT FET $22.9k (150,996.86 FET) @ 3.6x, net $7.8k, margin $6.4k, entry $0.1516, mark $0.1422, liq $0.1925, orders 1 🟢 $1.4k

    SHORT SOL $18.7k (240.04 SOL) @ 8.5x, net $3.3k, margin $2.2k, entry $78.06, mark $73.31, liq $86.81, orders 1 🟢 $1.1k

    SHORT CVX $13.6k (9,992.76 CVX) @ 4.1x, net $3.1k, margin $3.3k, entry $1.36, mark $1.38, liq $1.68, orders 1 🔴 $-195

    SHORT LTC $9.1k (189.94 LTC) @ 4.1x, net $2.6k, margin $2.2k, entry $48.00, mark $46.26, liq $59.43, orders 1 🟢 $331

    SHORT NEAR $9.0k (4,998.18 NEAR) @ 4.1x, net $2.8k, margin $2.2k, entry $1.79, mark $1.66, liq $2.21, orders 1 🟢 $664

    SHORT ONDO $8.2k (20,000.39 ONDO) @ 4.4x, net $2.3k, margin $1.9k, entry $0.4121, mark $0.3901, liq $0.5014, orders 1 🟢 $442

    SHORT DASH $7.0k (200.01 DASH) @ 4.1x, net $2.5k, margin $1.7k, entry $34.83, mark $30.75, liq $42.95, orders 1 🟢 $815

    SHORT MET $5.1k (30,005.15 MET) @ 4.1x, net $1.2k, margin $1.2k, entry $0.1691, mark $0.1714, liq $0.2086, orders 1 🔴 $-68

    SHORT TRX $4.6k (13,999.64 TRX) @ 4.0x, net $1.2k, margin $1.2k, entry $0.3271, mark $0.3242, liq $0.4057, orders 1 🟢 $42

    SHORT ENA $4.3k (49,946.30 ENA) @ 4.1x, net $1.2k, margin $1.0k, entry $0.0858, mark $0.0837, liq $0.1058, orders 1 🟢 $107

    LONG ICP $4.2k (2,000.03 ICP) @ 4.1x, net $1.0k, margin $1.0k, entry $2.09, mark $2.09, liq $1.61, orders 1 🔴 $-9

    SHORT MEGA $2.6k (59,964.09 MEGA) @ 1.8x, net $1.7k, margin $1.4k, entry $0.0429, mark $0.0386, liq $0.0660, orders 1 🟢 $259

    SHORT ASTER $2.5k (4,000.54 ASTER) @ 4.1x, net $626, margin $611, entry $0.6269, mark $0.6232, liq $0.7729, orders 1 🟢 $15

  • Protocol detail notes:

    Zerion-only protocol exposure: Pendle $7.57M (ETH $7.57M); detailed position body unavailable/not applicable.

    Zerion-only protocol exposure: Morpho Blue $2.27M (ETH $2.27M); detailed position body unavailable/not applicable.

    PARTIAL: Aave V3 $85.3k (ARB $52.0k, Avax $33.3k) body detail unavailable from Cody direct-source output.

Monetrix

  • HL positions ($2.81M open, acct $284.8k, spot $2.81M):

    SHORT HYPE $2.80M (50,345.91 HYPE) @ 10.0x 🟢 $203.4k

Raw Cody Diff Appendix

ADDED raw Cody lines

+ • CD2: Aave V3 $2.50M (Plasma $2.50M, BSC $4); Lighter $456.1k account; Hyperliquid $71.1k open notional (acct $7.4k, spot $67.6k); Ethena $4.4k (ETH $4.4k); USD.AI $1.1k (ARB $1.1k)

+ • 3-3: Aave V3 $7.56M (ETH $6.91M, ARB $653.4k); Hyperliquid $5.77M open notional (acct $543.1k, spot $1.32M); Lighter $1.13M open notional (acct $300.4k)

+ • 1-3: Aave V3 $4.44M (ETH $4.44M)

+ • 8d8b: Pendle $7.57M (ETH $7.57M); GMX $3.05M open notional; Morpho Blue $2.27M (ETH $2.27M); Hyperliquid $392.9k open notional (acct $60.1k, spot $79.3k); Aave V3 $85.3k (ARB $52.0k, Avax $33.3k)

+ • Lighter account: $456.1k account value, no open perp positions visible.

+ [3-3] • Aave aEthUSDC: ⬅️ received $250.0k (USDC)

+ [3-3] • HL positions ($5.77M open, acct $543.1k, spot $1.32M):

+ SHORT ETH $2.55M (1,350.00 ETH) @ 25.0x 🟢 $21.6k

+ SHORT AAVE $3.23M (33,000.00 AAVE) @ 10.0x 🔴 $-342.6k

+ [3-3] • Lighter positions ($1.13M open, acct $300.4k):

+ SHORT ETH $1.13M (600.00 ETH) entry $1573, mark $1887, liq $2359 🔴 $-188.2k [acct 294149]

+ [3-3] • Aave (ETH): $6.91M collat | $3.88M debt | HF 1.42

+ Supply: 1,950.68 WETH, 33,000.00 AAVE

+ Borrow: 418,288 USDC, 1,578,463 USDT, 1,764,140 GHO

+ [3-3] • Aave (ARB): $653.4k collat | $70.0k debt | HF 7.84

+ Supply: 1 DAI, 346.42 WETH

+ Borrow: 70,001 USDC

+ [1-3] • Aave (ETH): $4.44M collat | $2.43M debt | HF 1.43

+ Borrow: 1,926,022 USDT, 503,708 GHO

+ LONG SOL $168.0k (2,536.99 SOL) @ 8.6x, net $37.7k, margin $21.0k, entry $66.22, mark $73.34, liq $58.85 🟢 $18.1k

+ SHORT XPL $153.1k (996,582.29 XPL) @ 48.8x, net $77.1k, margin $6.1k, entry $0.1537, mark $0.0794, liq $0.1552 🟢 $74.0k

+ SHORT ARB $71.4k (803,603.14 ARB) @ 2.7x, net $35.2k, margin $26.5k, entry $0.0889, mark $0.0779, liq $0.1211 🟢 $8.8k

+ SHORT HYPE $41.7k (601.93 HYPE) @ 3.6x, net $19.7k, margin $11.5k, entry $69.22, mark $55.52, liq $87.54 🟢 $8.2k

+ [fab3] • HL positions ($5.82M open, acct $1.70M, spot $1.70M):

+ SHORT xyz:BRENTOIL $5.63M (66,001.02 xyz:BRENTOIL) @ 7.0x 🟢 $379.3k

+ SHORT xyz:NBIS $198.5k (1,100.00 xyz:NBIS) @ 3.0x 🟢 $63.4k

+ [fab1] • Lighter positions ($513.5k open, acct $345.9k):

+ SHORT HYPE $513.5k (9,233.00 HYPE) entry $62.67, mark $55.62, liq $90.37 🟢 $65.1k [acct 129770]

+ SHORT BTC $650.2k (10.0009 BTC) @ 6.2x, net $119.6k, margin $104.1k, entry $65018, mark $63463, liq $75062, orders 2 🟢 $15.5k

+ • Aave (PLASMA): $199.9k collat | $0 debt | HF ∞

+ • HL positions ($2.90M open, acct $311.9k):

+ SHORT BTC $1.91M (30.0000 BTC) @ 40.0x 🔴 $-34.2k

+ SHORT ETH $943.5k (500.00 ETH) @ 25.0x 🔴 $-40.2k

+ LONG xyz:NATGAS $55.1k (20,000.00 xyz:NATGAS) @ 10.0x 🔴 $-436

+ • GMX positions ($55.5k):

+ SHORT NATGAS $55.5k (20,000.00 NATGAS) @ 8.0x, net $7.3k, margin $6.9k, entry $2.78, mark $2.76, liq $3.09 🟢 $405

+ • HL positions ($392.9k open, acct $60.1k, spot $79.3k):

+ SHORT xyz:STRC $392.9k (4,495.40 xyz:STRC) @ 10.0x 🟢 $5.4k

+ • GMX positions ($3.05M):

+ SHORT ETH $1.72M (906.91 ETH) @ 7.1x, net $254.1k, margin $244.1k, entry $1897, mark $1886, liq $2155 🟢 $10.1k

+ SHORT SOL $350.4k (4,499.97 SOL) @ 8.3x, net $62.6k, margin $42.2k, entry $77.86, mark $73.31, liq $86.79, orders 1 🟢 $20.5k

+ SHORT TAO $154.9k (768.00 TAO) @ 5.0x, net $41.5k, margin $30.8k, entry $201.66, mark $187.78, liq $239.67, orders 1 🟢 $10.7k

+ SHORT HYPE $134.6k (2,200.00 HYPE) @ 4.7x, net $40.9k, margin $28.4k, entry $61.18, mark $55.52, liq $73.45, orders 1 🟢 $12.5k

+ SHORT SUI $109.4k (136,520.98 SUI) @ 9.1x, net $28.4k, margin $12.0k, entry $0.8015, mark $0.6819, liq $0.8811, orders 1 🟢 $16.3k

+ SHORT XRP $93.7k (86,393.89 XRP) @ 4.7x, net $22.2k, margin $19.9k, entry $1.08, mark $1.06, liq $1.31, orders 1 🟢 $2.2k

+ SHORT WLFI $65.6k (1,190,147.03 WLFI) @ 4.1x, net $16.0k, margin $15.8k, entry $0.0551, mark $0.0549, liq $0.0678, orders 1 🟢 $203

+ LONG XPL $59.5k (660,113.73 XPL) @ 3.3x, net $10.7k, margin $17.8k, entry $0.0902, mark $0.0794, liq $0.0642, orders 1 🔴 $-7.1k

+ SHORT DOT $46.8k (60,001.63 DOT) @ 3.2x, net $15.3k, margin $14.7k, entry $0.7802, mark $0.7697, liq $1.02, orders 1 🟢 $628

+ SHORT BNB $46.1k (80.00 BNB) @ 6.6x, net $7.8k, margin $6.9k, entry $576.47, mark $566.04, liq $659.97, orders 1 🟢 $834

+ SHORT UNI $45.8k (12,089.38 UNI) @ 3.8x, net $12.5k, margin $11.9k, entry $3.79, mark $3.74, liq $4.74, orders 1 🟢 $560

+ SHORT VVV $45.6k (4,100.00 VVV) @ 1.6x, net $21.8k, margin $27.7k, entry $11.13, mark $12.56, liq $17.76, orders 1 🔴 $-5.9k

+ SHORT AR $33.3k (16,398.87 AR) @ 6.4x, net $9.0k, margin $5.2k, entry $2.03, mark $1.80, liq $2.33, orders 1 🟢 $3.8k

+ SHORT PENDLE $32.1k (20,595.44 PENDLE) @ 4.0x, net $9.5k, margin $7.9k, entry $1.56, mark $1.48, liq $1.93, orders 1 🟢 $1.5k

+ SHORT FET $22.9k (150,996.86 FET) @ 3.6x, net $7.8k, margin $6.4k, entry $0.1516, mark $0.1422, liq $0.1925, orders 1 🟢 $1.4k

+ SHORT SOL $18.7k (240.04 SOL) @ 8.5x, net $3.3k, margin $2.2k, entry $78.06, mark $73.31, liq $86.81, orders 1 🟢 $1.1k

+ SHORT CVX $13.6k (9,992.76 CVX) @ 4.1x, net $3.1k, margin $3.3k, entry $1.36, mark $1.38, liq $1.68, orders 1 🔴 $-195

+ SHORT LTC $9.1k (189.94 LTC) @ 4.1x, net $2.6k, margin $2.2k, entry $48.00, mark $46.26, liq $59.43, orders 1 🟢 $331

+ SHORT NEAR $9.0k (4,998.18 NEAR) @ 4.1x, net $2.8k, margin $2.2k, entry $1.79, mark $1.66, liq $2.21, orders 1 🟢 $664

+ SHORT ONDO $8.2k (20,000.39 ONDO) @ 4.4x, net $2.3k, margin $1.9k, entry $0.4121, mark $0.3901, liq $0.5014, orders 1 🟢 $442

+ SHORT DASH $7.0k (200.01 DASH) @ 4.1x, net $2.5k, margin $1.7k, entry $34.83, mark $30.75, liq $42.95, orders 1 🟢 $815

+ SHORT MET $5.1k (30,005.15 MET) @ 4.1x, net $1.2k, margin $1.2k, entry $0.1691, mark $0.1714, liq $0.2086, orders 1 🔴 $-68

+ SHORT TRX $4.6k (13,999.64 TRX) @ 4.0x, net $1.2k, margin $1.2k, entry $0.3271, mark $0.3242, liq $0.4057, orders 1 🟢 $42

+ SHORT ENA $4.3k (49,946.30 ENA) @ 4.1x, net $1.2k, margin $1.0k, entry $0.0858, mark $0.0837, liq $0.1058, orders 1 🟢 $107

+ LONG ICP $4.2k (2,000.03 ICP) @ 4.1x, net $1.0k, margin $1.0k, entry $2.09, mark $2.09, liq $1.61, orders 1 🔴 $-9

+ SHORT MEGA $2.6k (59,964.09 MEGA) @ 1.8x, net $1.7k, margin $1.4k, entry $0.0429, mark $0.0386, liq $0.0660, orders 1 🟢 $259

+ SHORT ASTER $2.5k (4,000.54 ASTER) @ 4.1x, net $626, margin $611, entry $0.6269, mark $0.6232, liq $0.7729, orders 1 🟢 $15

+ PARTIAL: Aave V3 $85.3k (ARB $52.0k, Avax $33.3k) body detail unavailable from Cody direct-source output.

+ • HL positions ($2.81M open, acct $284.8k, spot $2.81M):

+ SHORT HYPE $2.80M (50,345.91 HYPE) @ 10.0x 🟢 $203.4k

+ 📋 3-3: ⬅️ net in $120.0k (USDC) ↔ Proxy (0x3b4d79...cf5ca7) [1 txs, ETH]

+ 📋 3-3: ➡️ net out $250.0k (USDC) ↔ TokenMinterV2 (0xfd78ee...f5d002) [1 txs, ETH]

+ 📋 3-3: ➡️ net out $577.0k (USDC) ↔ CctpExtension (0xa95d9c...8e4fce) [4 txs, ARB]

+ 🔍 3-3: ⬅️ net in $550.0k (USDC) ↔ 0x000000...000000 [2 txs, ARB]

+ 🔍 96e4: ➡️ net out $178.0k (USDC) ↔ 0x97bf06...47b3f9 [5 txs, ARB]

+ 🔍 96e4: ⬅️ net in $127.0k (USDC) ↔ 0x000000...000000 [5 txs, ARB]

+ 🔍 8d8b: ➡️ net out $1.48M (USDC) ↔ 0x8f10b4...13f996 [29 txs, ETH]

+ 📋 8d8b: ➡️ net out $1.50M (USDC) ↔ EthereumGeneralAdapter1 (0x4a6c31...be0ae0) [4 txs, ETH]

+ 📋 8d8b: ⬅️ net in $1.67M (USDC) ↔ Morpho (0xbbbbbb...eeffcb) [8 txs, ETH]

+ 📋 8d8b: ⬅️ net in $1.33M (USDC) ↔ Gnosis Safe (0xe6f8ad...a33c46) [3 txs, ETH]

+ 📋 8d8b: ➡️ net out $202.2k (USDC) ↔ CctpExtension (0xa95d9c...8e4fce) [3 txs, ARB]

REMOVED raw Cody lines

- • CD2: Aave V3 $2.50M (Plasma $2.50M); Lighter $2.09M open notional (acct $106.3k); GMX $1.99M open notional; Hyperliquid $75.5k open notional (acct $11.8k, spot $72.0k); Ethena $4.4k (ETH $4.4k)

- • 3-3: Aave V3 $7.90M (ETH $7.12M, ARB $782.5k); Hyperliquid $4.20M open notional (acct $242.9k, spot $867.7k); Lighter $2.94M open notional (acct $426.1k)

- • 1-3: Aave V3 $4.57M (ETH $4.57M)

- • 8d8b: Pendle $8.19M (ETH $8.19M); GMX $4.36M open notional; Morpho Blue $2.28M (ETH $2.28M); Hyperliquid $143.2k open notional (acct $13.9k, spot $42.2k); Aave V3 $93.3k (ARB $52.0k, Avax $41.3k)

- • Lighter positions ($2.09M open, acct $106.3k):

- LONG BTC $2.02M (31.0000 BTC) entry $64159, mark $65321, liq $54558 🟢 $36.0k [acct 16230]

- LONG PAXG $61.2k (15.00 PAXG) entry $4043, mark $4078 🟢 $526 [acct 16230]

- • GMX positions ($1.99M):

- SHORT BTC $1.99M (30.9982 BTC) @ 4.9x, net $366.7k, margin $403.4k, entry $64119, mark $65300, liq $76772, orders 1 🔴 $-36.6k

- [3-3] • HL positions ($4.20M open, acct $242.9k, spot $867.7k):

- SHORT ETH $881.6k (450.00 ETH) @ 25.0x 🔴 $-56.4k

- SHORT AAVE $3.32M (33,000.00 AAVE) @ 10.0x 🔴 $-435.9k

- [3-3] • Lighter positions ($2.94M open, acct $426.1k):

- SHORT ETH $2.94M (1,500.00 ETH) entry $1573, mark $1958, liq $2216 🔴 $-577.4k [acct 294149]

- [3-3] • Aave (ETH): $7.11M collat | $3.63M debt | HF 1.56

- Supply: 1,950.61 WETH, 33,000.00 AAVE

- Borrow: 288,227 USDC, 1,578,307 USDT, 1,763,959 GHO

- [3-3] • Aave (ARB): $677.9k collat | $110.0k debt | HF 5.18

- Supply: 1 DAI, 346.41 WETH

- Borrow: 110,007 USDC

- [1-3] • Aave (ETH): $4.57M collat | $2.43M debt | HF 1.47

- Borrow: 1,923,610 USDT, 503,656 GHO

- LONG SOL $168.0k (2,536.99 SOL) @ 8.5x, net $45.2k, margin $21.0k, entry $66.22, mark $76.26, liq $58.82 🟢 $25.5k

- SHORT XPL $153.1k (996,582.29 XPL) @ 47.0x, net $71.3k, margin $6.1k, entry $0.1537, mark $0.0854, liq $0.1553 🟢 $68.0k

- SHORT ARB $71.4k (803,603.14 ARB) @ 2.7x, net $32.1k, margin $26.5k, entry $0.0889, mark $0.0819, liq $0.1211 🟢 $5.6k

- SHORT HYPE $41.7k (601.93 HYPE) @ 3.6x, net $16.9k, margin $11.5k, entry $69.22, mark $60.20, liq $87.54 🟢 $5.4k

- [fab3] • HL positions ($5.98M open, acct $1.54M, spot $1.54M):

- SHORT xyz:BRENTOIL $5.76M (66,001.02 xyz:BRENTOIL) @ 7.0x 🟢 $243.0k

- SHORT xyz:NBIS $216.9k (1,100.00 xyz:NBIS) @ 3.0x 🟢 $45.0k

- [fab1] • Lighter positions ($676.5k open, acct $297.8k):

- SHORT HYPE $676.5k (11,233.00 HYPE) entry $62.67, mark $60.22, liq $84.20 🟢 $27.5k [acct 129770]

- SHORT BTC $650.2k (10.0009 BTC) @ 5.2x, net $121.9k, margin $124.8k, entry $65018, mark $65302, liq $77126, orders 2 🔴 $-2.8k

- • Aave (PLASMA): $200.0k collat | $0 debt | HF ∞

- • HL positions ($2.74M open, acct $293.8k):

- SHORT BTC $1.96M (30.0000 BTC) @ 40.0x 🔴 $-88.4k

- SHORT ETH $783.6k (400.00 ETH) @ 25.0x 🔴 $-74.9k

- • GMX positions ($388.5k):

- SHORT ETH $388.5k (199.93 ETH) @ 8.2x, net $44.3k, margin $47.1k, entry $1943, mark $1958, liq $2168, orders 2 🔴 $-2.9k

- • HL positions ($143.2k open, acct $13.9k, spot $42.2k):

- SHORT xyz:STRC $143.2k (1,622.70 xyz:STRC) @ 10.0x 🔴 $-293

- • GMX positions ($4.36M):

- SHORT ETH $1.72M (906.91 ETH) @ 7.8x, net $165.2k, margin $220.1k, entry $1897, mark $1958, liq $2129 🔴 $-54.9k

- SHORT BTC $769.2k (12.0008 BTC) @ 11.8x, net $50.5k, margin $65.0k, entry $64096, mark $65302, liq $69151 🔴 $-14.5k

- SHORT SOL $350.4k (4,499.97 SOL) @ 8.3x, net $49.4k, margin $42.2k, entry $77.86, mark $76.26, liq $86.80, orders 1 🟢 $7.2k

- SHORT ETH $288.7k (150.01 ETH) @ 8.6x, net $28.8k, margin $33.8k, entry $1925, mark $1958, liq $2163 🔴 $-4.9k

- SHORT HYPE $177.4k (2,900.00 HYPE) @ 6.2x, net $31.3k, margin $28.4k, entry $61.18, mark $60.20, liq $70.33, orders 1 🟢 $2.9k

- SHORT TAO $158.9k (788.00 TAO) @ 5.2x, net $33.2k, margin $30.8k, entry $201.66, mark $198.61, liq $238.66, orders 1 🟢 $2.4k

- SHORT XRP $117.6k (108,393.89 XRP) @ 4.7x, net $22.6k, margin $25.0k, entry $1.08, mark $1.11, liq $1.31, orders 1 🔴 $-2.4k

- SHORT SUI $101.1k (123,021.79 SUI) @ 10.7x, net $22.3k, margin $9.4k, entry $0.8217, mark $0.7169, liq $0.8895, orders 1 🟢 $12.9k

- SHORT WLFI $65.6k (1,190,147.03 WLFI) @ 5.0x, net $13.4k, margin $13.2k, entry $0.0551, mark $0.0550, liq $0.0656, orders 1 🟢 $148

- LONG XPL $59.5k (660,113.73 XPL) @ 3.3x, net $14.6k, margin $17.8k, entry $0.0902, mark $0.0853, liq $0.0642, orders 1 🔴 $-3.2k

- SHORT ORDI $59.0k (16,000.32 ORDI) @ 2.7x, net $20.8k, margin $21.9k, entry $3.69, mark $3.76, liq $5.02, orders 1 🔴 $-1.1k

- SHORT UNI $49.6k (13,089.38 UNI) @ 3.8x, net $11.7k, margin $12.9k, entry $3.79, mark $3.88, liq $4.74, orders 1 🔴 $-1.2k

- SHORT DOGE $47.4k (669,880.61 DOGE) @ 4.2x, net $10.0k, margin $11.3k, entry $0.0707, mark $0.0726, liq $0.0871, orders 1 🔴 $-1.3k

- SHORT BNB $46.1k (80.00 BNB) @ 6.6x, net $7.1k, margin $6.9k, entry $576.47, mark $573.99, liq $659.98, orders 1 🟢 $198

- SHORT VVV $45.6k (4,100.00 VVV) @ 1.6x, net $16.3k, margin $27.7k, entry $11.13, mark $13.90, liq $17.76, orders 1 🔴 $-11.3k

- SHORT CRV $41.2k (199,954.11 CRV) @ 4.3x, net $8.5k, margin $9.5k, entry $0.2058, mark $0.2106, liq $0.2511, orders 1 🔴 $-952

- SHORT LINK $34.1k (4,000.00 LINK) @ 5.0x, net $5.7k, margin $6.8k, entry $8.53, mark $8.81, liq $10.18, orders 1 🔴 $-1.1k

- SHORT AR $33.3k (16,398.87 AR) @ 6.4x, net $7.6k, margin $5.2k, entry $2.03, mark $1.89, liq $2.33, orders 1 🟢 $2.4k

- SHORT PENDLE $33.0k (21,195.44 PENDLE) @ 5.2x, net $6.6k, margin $6.3k, entry $1.56, mark $1.55, liq $1.84, orders 1 🟢 $260

- SHORT ARB $23.6k (266,000.00 ARB) @ 6.2x, net $5.7k, margin $3.8k, entry $0.0888, mark $0.0819, liq $0.1026, orders 1 🟢 $1.8k

- SHORT SOL $18.7k (240.04 SOL) @ 8.5x, net $2.6k, margin $2.2k, entry $78.06, mark $76.26, liq $86.81, orders 1 🟢 $430

- SHORT ATOM $16.9k (11,998.91 ATOM) @ 3.8x, net $4.6k, margin $4.5k, entry $1.41, mark $1.39, liq $1.77, orders 1 🟢 $170

- SHORT AAVE $15.1k (150.02 AAVE) @ 4.1x, net $3.8k, margin $3.7k, entry $100.92, mark $100.53, liq $124.47, orders 1 🟢 $59

- SHORT MEGA $15.0k (349,964.09 MEGA) @ 4.3x, net $2.9k, margin $3.5k, entry $0.0429, mark $0.0447, liq $0.0525, orders 1 🔴 $-627

- SHORT LTC $12.0k (249.94 LTC) @ 4.1x, net $3.0k, margin $2.9k, entry $48.00, mark $47.58, liq $59.44, orders 1 🟢 $105

- SHORT NEAR $9.0k (4,998.18 NEAR) @ 4.1x, net $1.9k, margin $2.2k, entry $1.79, mark $1.85, liq $2.21, orders 1 🔴 $-268

- SHORT SEI $9.0k (200,073.53 SEI) @ 4.4x, net $1.9k, margin $2.0k, entry $0.0448, mark $0.0453, liq $0.0545, orders 1 🔴 $-109

- SHORT ONDO $8.2k (20,000.39 ONDO) @ 4.4x, net $2.0k, margin $1.9k, entry $0.4121, mark $0.4081, liq $0.5014, orders 1 🟢 $82

- SHORT PUMP $7.2k (3,999,813.14 PUMP) @ 4.1x, net $1.1k, margin $1.8k, entry $0.0018, mark $0.0020, liq $0.0022, orders 1 🔴 $-642

- SHORT DASH $7.0k (200.01 DASH) @ 4.1x, net $2.1k, margin $1.7k, entry $34.83, mark $32.75, liq $42.95, orders 1 🟢 $416

- SHORT TRX $4.6k (13,999.64 TRX) @ 4.0x, net $1.1k, margin $1.2k, entry $0.3271, mark $0.3317, liq $0.4057, orders 1 🔴 $-64

- SHORT ENA $4.3k (49,946.30 ENA) @ 4.1x, net $882, margin $1.0k, entry $0.0858, mark $0.0891, liq $0.1058, orders 1 🔴 $-164

- SHORT FET $4.0k (26,000.00 FET) @ 4.0x, net $876, margin $994, entry $0.1547, mark $0.1592, liq $0.1913, orders 1 🔴 $-118

- SHORT ASTER $2.5k (4,000.54 ASTER) @ 4.1x, net $608, margin $611, entry $0.6269, mark $0.6275, liq $0.7729, orders 1 🔴 $-2

- • Aave (ARB): $52.0k collat | $34.1k debt | HF 1.19

- Supply: 52,014 USDC

- Borrow: 17.40 WETH

- • HL positions ($3.04M open, acct $304.1k, spot $3.05M):

- SHORT HYPE $3.03M (50,345.91 HYPE) @ 10.0x 🔴 $-27.2k

- 📋 3-3: ➡️ net out $215.9k (USDC) ↔ CctpExtension (0xa95d9c...8e4fce) [1 txs, ARB]

- 📋 3-3: ⬅️ net in $215.9k (USDC) ↔ Aave aToken (0x724dc8...b8c637) [2 txs, ARB]

- 📋 96e4: ⬅️ net in $136.6k (USDC) ↔ Market Maker/Bot (0xf70da9...a3dbef) [2 txs, ARB]

- 📋 96e4: ➡️ net out $136.3k (USDC) ↔ CctpExtension (0xa95d9c...8e4fce) [5 txs, ARB]

- 🔍 8d8b: ➡️ net out $262.0k (USDC) ↔ 0x8f10b4...13f996 [15 txs, ETH]

- 📋 8d8b: ⬅️ net in $400.0k (USDC) ↔ Morpho (0xbbbbbb...eeffcb) [6 txs, ETH]

- 📋 8d8b: ➡️ net out $137.2k (USDC) ↔ EthereumGeneralAdapter1 (0x4a6c31...be0ae0) [2 txs, ETH]

- 📋 8d8b: ⬅️ net in $200.0k (USDC) ↔ SettlementPool (0x928e4c...ae546e) [2 txs, ARB]

Source / Artifact Notes

- Cody direct-source raw snapshot: C:\PJ\temp\wallet-spy-review\260728\wallet-spy-review-1347.raw.md

- Previous Cody baseline: C:\PJ\temp\wallet-spy-review\260728\wallet-spy-review-1347.prior.raw.md

- Damon status: paused by user; Cody-only using embedded parity contract + Cody baselines.

- Parity status: YELLOW / PARTIAL