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Wallet Spy Review 260726 1349

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 2026-07-26T05:52:28.569Z

Damon Parity Check

- Cody direct-source: SUCCESS; no-save run completed in 38.32s; 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; 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: 2026-07-26 13:52 SGT / 2026-07-26 05:52 UTC

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

- Marks: BTC=$64.5k, ETH=$1.9k

- Lookback: 24.0h (first-run)

- Prior saved report baseline: C:\PJ\temp\wallet-spy-review\260726\wallet-spy-review-1349.prior.raw.md (2026-07-25T05:47:17.945Z)

- Script stdout: exit=0; duration=38.32s; 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); Lighter $2.25M open notional (acct $29.8k); 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 $7.48M (ETH $6.72M, ARB $758.3k); Hyperliquid $3.89M open notional (acct $355.7k, spot $966.4k); Lighter $2.83M open notional (acct $476.3k)

• 1-3: Aave V3 $4.51M (ETH $4.51M)

• dee: none >= $1.0k

• dee2: none >= $1.0k

• fab4: GMX $434.2k open notional

• fab3: Hyperliquid $6.10M open notional (acct $1.42M, spot $1.42M); GMX $15.4k (ARB $14.1k, Avax $1.2k); Polymarket $10.0k (Polygon $10.0k)

• fab1: Kinetiq $2.77M (HyperEVM $2.77M); Lighter $628.8k open notional (acct $354.5k); HyperLend $273.4k (HyperEVM $273.4k); Synthetix V3 $109.5k (ETH $109.5k, OP $4); Hyperliquid $13.2k spot/assets

• fab2: none >= $1.0k

• 9cc: GMX $650.2k open notional; Aave V3 $199.9k (Plasma $199.9k)

• 96e4: Hyperliquid $3.33M open notional (acct $295.1k); GMX $1.3k (ARB $1.3k)

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

• 8d8b: Pendle $8.10M (ETH $8.10M); GMX $3.68M open notional; Morpho Blue $2.25M (ETH $2.25M); Aave V3 $72.2k (ARB $52.0k, Avax $20.2k)

• Monetrix: Hyperliquid $2.96M spot/assets (acct $298.4k)

Position Changes Since Prior Saved Report

CD2

• 🟰 Unchanged composition — Aave (PLASMA) remains visible at $2.50M collateral; prior USDT0 supply was 2,503,423, but current token quantity is unavailable, so no Closed classification.

3-3

• ❌ Closed — Aave (ARB) USDC borrow: 76,086 -> no longer visible

• ➕ New — Aave (ARB) USDC supply: no prior visible line -> 105,920

• ⬇️ Reduced — Aave (ETH) USDC borrow: 303,170 -> 228,197

1-3

• ⬆️ Increased — Aave (ETH) USDT borrow: 1,921,147 -> 1,922,391

• ⬆️ Increased — Aave (ETH) WBTC supply: 24.6802 -> 25.0043

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

• ⬆️ Increased — Lighter SHORT HYPE: 10,237 HYPE -> 10,734 HYPE

fab2

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

9cc

• 🟰 Unchanged composition — Aave (PLASMA) remains visible at $199.9k collateral; prior USDT0 supply was 200,102, but current token quantity is unavailable, so no Closed classification.

96e4

• ➕ New — HL LONG xyz:CL: no prior visible line -> 6,360 xyz:CL

• ➕ New — HL LONG xyz:SPCX: no prior visible line -> 793 xyz:SPCX

Stephen

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

8d8b

• ❌ Closed — GMX LONG ZEC: 79.98 ZEC -> no longer visible

• ❌ Closed — GMX SHORT AERO: 39,403 AERO -> no longer visible

• ⬇️ Reduced — GMX SHORT APE: 69,927 APE -> 24,936 APE

• ⬇️ Reduced — GMX SHORT DOGE: 2,169,881 DOGE -> 1,269,881 DOGE

• ⬆️ Increased — GMX SHORT ENA: 50,004 ENA -> 199,946 ENA

• ❌ Closed — GMX SHORT GMX: 3,420 GMX -> no longer visible

• ⬆️ Increased — GMX SHORT HYPE: 2,250 HYPE -> 3,120 HYPE

• ❌ Closed — GMX SHORT ICP: 17,998 ICP -> no longer visible

• ➕ New — GMX SHORT MEGA: no prior visible line -> 200,004 MEGA

• ⬇️ Reduced — GMX SHORT NEAR: 36,699 NEAR -> 4,998 NEAR

• ❌ Closed — GMX SHORT ONDO: 70,000 ONDO -> no longer visible

• ➕ New — GMX SHORT ORDI: no prior visible line -> 16,000 ORDI

• ❌ Closed — GMX SHORT RENDER: 7,000 RENDER -> no longer visible

• ⬆️ Increased — GMX SHORT UNI: 8,999 UNI -> 11,997 UNI

• ❌ Closed — GMX SHORT VIRTUAL: 10,000 VIRTUAL -> no longer visible

• ➕ New — GMX SHORT ZEC: no prior visible line -> 80 ZEC

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

No material bridge in / out flows surfaced in the lookback window.

Protocol inflows / outflows

• 3-3: ➡️ net out $182.0k (USDC) ↔ Aave aToken (0x724dc8...b8c637) [2 txs, ARB]

• 8d8b: ⬅️ net in $110.0k (USDC) ↔ Morpho (0xbbbbbb...eeffcb) [1 txs, ETH]

Large unknown counterparty transfers

• 3-3: ⬅️ net in $182.0k (USDC) ↔ 0x000000...000000 [1 txs, ARB]

• 8d8b: ➡️ net out $108.4k (USDC) ↔ 0x8f10b4...13f996 [3 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: -$1.1k -> $1.8k ($2.9k delta).

3-3

• Visible perp unrealized P&L total: -$574.4k -> -$643.1k (-$68.7k delta).

1-3

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

fab4

• Visible perp unrealized P&L total: $103.1k -> $103.9k ($800 delta).

fab3

• Visible perp unrealized P&L total: -$11.4k -> $169.2k ($180.6k delta).

fab1

• Visible perp unrealized P&L total: $62.6k -> $45.4k (-$17.2k delta).

fab2

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

9cc

• Visible perp unrealized P&L total: $10.4k -> $6.2k (-$4.2k delta).

96e4

• Visible perp unrealized P&L total: -$83.4k -> -$112.9k (-$29.5k delta).

Stephen

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

8d8b

• Visible perp unrealized P&L total: $75.8k -> $5.5k (-$70.3k delta).

Monetrix

• Visible perp unrealized P&L total: $121.5k -> $56.5k (-$65.0k delta).

Current Visible Positions by Wallet

CD2

  • Lighter positions ($2.25M open, acct $29.8k):

    LONG BTC $2.00M (31.0000 BTC) entry $64159, mark $64429, liq $54548 🟢 $8.4k [acct 16230]

    LONG ETH $188.4k (100.00 ETH) entry $1865, mark $1884, liq $1177 🟢 $1.9k [acct 16230]

    LONG PAXG $60.8k (15.00 PAXG) entry $4043, mark $4055, liq $2123 🟢 $187 [acct 16230]

  • GMX positions ($1.99M):

    SHORT BTC $1.99M (30.9982 BTC) @ 4.9x, net $394.7k, margin $403.3k, entry $64119, mark $64398, liq $76771, orders 1 🔴 $-8.7k

  • 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.

3-3

  • HL positions ($3.89M open, acct $355.7k, spot $966.4k):

    SHORT ETH $848.0k (450.00 ETH) @ 25.0x 🔴 $-22.8k

    SHORT AAVE $3.04M (33,000.00 AAVE) @ 10.0x 🔴 $-153.7k

  • Lighter positions ($2.83M open, acct $476.3k):

    SHORT ETH $2.83M (1,500.00 ETH) entry $1573, mark $1884, liq $2176 🔴 $-466.6k [acct 294149]

  • Aave (ARB): $758.3k collat | $0 debt | HF ∞

    Supply: 1 DAI, 346.41 WETH, 105,920 USDC

  • Aave (ETH): $6.72M collat | $3.57M debt | HF 1.50

    Supply: 1,950.53 WETH, 33,000.00 AAVE

    Borrow: 228,197 USDC, 1,578,148 USDT, 1,763,778 GHO

1-3

  • Aave (ETH): $4.51M collat | $2.42M debt | HF 1.45

    Supply: 25.0043 WBTC, 45.0003 cbBTC

    Borrow: 1,922,391 USDT, 503,605 GHO

fab4

  • GMX positions ($434.2k):

    LONG SOL $168.0k (2,536.99 SOL) @ 8.5x, net $42.1k, margin $21.0k, entry $66.22, mark $74.99, liq $58.79 🟢 $22.3k

    SHORT XPL $153.1k (996,582.29 XPL) @ 46.2x, net $73.7k, margin $6.1k, entry $0.1537, mark $0.0831, liq $0.1554 🟢 $70.3k

    SHORT ARB $71.4k (803,603.14 ARB) @ 2.7x, net $31.3k, margin $26.5k, entry $0.0889, mark $0.0828, liq $0.1211 🟢 $4.9k

    SHORT HYPE $41.7k (601.93 HYPE) @ 3.6x, net $17.9k, margin $11.5k, entry $69.22, mark $58.56, liq $87.54 🟢 $6.4k

fab3

  • HL positions ($6.10M open, acct $1.42M, spot $1.42M):

    SHORT xyz:BRENTOIL $5.89M (66,001.02 xyz:BRENTOIL) @ 7.0x 🟢 $120.4k

    SHORT xyz:NBIS $213.0k (1,100.00 xyz:NBIS) @ 3.0x 🟢 $48.8k

  • Protocol detail notes:

    PARTIAL: GMX $15.4k (ARB $14.1k, 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 ($628.8k open, acct $354.5k):

    SHORT HYPE $628.8k (10,734.00 HYPE) entry $62.81, mark $58.58, liq $88.93 🟢 $45.4k [acct 129770]

  • Protocol detail notes:

    Zerion-only protocol exposure: Kinetiq $2.77M (HyperEVM $2.77M); detailed position body unavailable/not applicable.

    Zerion-only protocol exposure: HyperLend $273.4k (HyperEVM $273.4k); detailed position body unavailable/not applicable.

    Zerion-only protocol exposure: Synthetix V3 $109.5k (ETH $109.5k, OP $4); 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) @ 5.2x, net $130.9k, margin $124.7k, entry $65018, mark $64397, liq $77126, orders 2 🟢 $6.2k

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

96e4

  • HL positions ($3.33M open, acct $295.1k):

    SHORT BTC $1.93M (30.0000 BTC) @ 40.0x 🔴 $-61.8k

    SHORT ETH $753.8k (400.00 ETH) @ 25.0x 🔴 $-45.1k

    LONG xyz:CL $550.5k (6,360.00 xyz:CL) @ 20.0x 🔴 $-4.8k

    LONG xyz:SPCX $88.8k (793.00 xyz:SPCX) @ 20.0x 🔴 $-1.2k

  • Protocol detail notes:

    PARTIAL: GMX $1.3k (ARB $1.3k) body detail unavailable from Cody direct-source output.

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: ⬅️ $10.9k in, ➡️ $55.9k out (20 txs, ARB)

  • GMX positions ($3.68M):

    SHORT ETH $944.2k (506.91 ETH) @ 9.1x, net $93.4k, margin $103.9k, entry $1863, mark $1883, liq $2057 🔴 $-10.5k

    SHORT BTC $769.2k (12.0008 BTC) @ 11.8x, net $61.3k, margin $65.0k, entry $64096, mark $64398, liq $69151 🔴 $-3.6k

    SHORT SOL $350.4k (4,499.97 SOL) @ 7.3x, net $60.6k, margin $47.8k, entry $77.86, mark $75.00, liq $88.04, orders 1 🟢 $12.8k

    SHORT ETH $288.7k (150.01 ETH) @ 8.9x, net $38.7k, margin $32.5k, entry $1925, mark $1883, liq $2163 🟢 $6.2k

    SHORT TAO $250.5k (1,241.94 TAO) @ 5.2x, net $51.6k, margin $48.6k, entry $201.66, mark $199.27, liq $238.68, orders 1 🟢 $3.0k

    SHORT HYPE $190.9k (3,120.23 HYPE) @ 6.7x, net $36.8k, margin $28.6k, entry $61.18, mark $58.57, liq $69.70, orders 1 🟢 $8.2k

    SHORT XRP $117.6k (108,393.89 XRP) @ 4.4x, net $25.3k, margin $26.9k, entry $1.08, mark $1.10, liq $1.33, orders 1 🔴 $-1.6k

    SHORT SUI $106.8k (130,021.79 SUI) @ 7.5x, net $27.4k, margin $14.3k, entry $0.8217, mark $0.7207, liq $0.9226, orders 1 🟢 $13.1k

    SHORT DOGE $89.8k (1,269,880.62 DOGE) @ 5.8x, net $11.8k, margin $15.4k, entry $0.0707, mark $0.0735, liq $0.0824, orders 1 🔴 $-3.6k

    SHORT VVV $60.1k (5,400.10 VVV) @ 2.9x, net $5.3k, margin $20.7k, entry $11.13, mark $13.97, liq $14.84, orders 1 🔴 $-15.3k

    LONG XPL $59.5k (660,113.73 XPL) @ 3.3x, net $13.1k, margin $17.8k, entry $0.0902, mark $0.0831, liq $0.0642, orders 1 🔴 $-4.7k

    SHORT ORDI $59.0k (16,000.32 ORDI) @ 2.7x, net $16.5k, margin $21.9k, entry $3.69, mark $4.03, liq $5.02, orders 1 🔴 $-5.4k

    SHORT UNI $44.9k (11,996.79 UNI) @ 3.9x, net $12.4k, margin $11.4k, entry $3.74, mark $3.66, liq $4.66, orders 1 🟢 $943

    SHORT CRV $41.2k (199,954.11 CRV) @ 3.4x, net $12.8k, margin $12.1k, entry $0.2058, mark $0.2024, liq $0.2643, orders 1 🟢 $691

    SHORT ZEC $38.9k (80.00 ZEC) @ 4.1x, net $9.3k, margin $9.5k, entry $486.73, mark $488.84, liq $602.72, orders 1 🔴 $-169

    SHORT BNB $34.7k (60.00 BNB) @ 6.7x, net $5.6k, margin $5.2k, entry $577.72, mark $570.87, liq $660.76, orders 1 🟢 $411

    SHORT LINK $34.1k (4,000.00 LINK) @ 5.0x, net $7.1k, margin $6.8k, entry $8.53, mark $8.44, liq $10.18, orders 1 🟢 $349

    SHORT AR $33.3k (16,398.87 AR) @ 6.4x, net $7.8k, margin $5.2k, entry $2.03, mark $1.87, liq $2.33, orders 1 🟢 $2.6k

    SHORT PENDLE $25.4k (16,197.12 PENDLE) @ 3.7x, net $8.0k, margin $6.8k, entry $1.57, mark $1.49, liq $1.97, orders 1 🟢 $1.2k

    SHORT ARB $23.6k (266,000.00 ARB) @ 4.8x, net $6.5k, margin $4.9k, entry $0.0888, mark $0.0828, liq $0.1067, orders 1 🟢 $1.6k

    SHORT SOL $18.7k (240.04 SOL) @ 7.5x, net $3.2k, margin $2.5k, entry $78.06, mark $75.00, liq $88.06, orders 1 🟢 $733

    SHORT ENA $17.2k (199,946.30 ENA) @ 4.1x, net $4.1k, margin $4.2k, entry $0.0858, mark $0.0861, liq $0.1058, orders 1 🔴 $-46

    SHORT CVX $16.3k (13,998.38 CVX) @ 3.4x, net $2.7k, margin $4.8k, entry $1.17, mark $1.32, liq $1.50, orders 1 🔴 $-2.1k

    SHORT LTC $12.0k (249.94 LTC) @ 4.1x, net $3.2k, margin $2.9k, entry $48.00, mark $46.80, liq $59.44, orders 1 🟢 $299

    SHORT NEAR $9.0k (4,998.18 NEAR) @ 4.1x, net $2.2k, margin $2.2k, entry $1.79, mark $1.79, liq $2.21, orders 1 🟢 $12

    SHORT ATOM $8.5k (5,998.92 ATOM) @ 4.1x, net $2.3k, margin $2.1k, entry $1.43, mark $1.39, liq $1.76, orders 1 🟢 $190

    SHORT MEGA $8.5k (200,004.19 MEGA) @ 4.1x, net $2.1k, margin $2.1k, entry $0.0427, mark $0.0425, liq $0.0526, orders 1 🟢 $43

    SHORT PUMP $7.2k (3,999,813.14 PUMP) @ 4.1x, net $1.8k, margin $1.8k, entry $0.0018, mark $0.0018, liq $0.0022, orders 1 🔴 $-9

    SHORT DASH $7.0k (200.01 DASH) @ 4.1x, net $2.1k, margin $1.7k, entry $34.83, mark $32.58, liq $42.95, orders 1 🟢 $450

    SHORT TRX $4.6k (13,999.64 TRX) @ 4.0x, net $1.1k, margin $1.2k, entry $0.3271, mark $0.3310, liq $0.4057, orders 1 🔴 $-54

    SHORT FET $4.0k (26,000.00 FET) @ 4.0x, net $881, margin $994, entry $0.1547, mark $0.1590, liq $0.1913, orders 1 🔴 $-113

    SHORT APE $3.6k (24,936.14 APE) @ 4.1x, net $798, margin $878, entry $0.1437, mark $0.1469, liq $0.1774, orders 1 🔴 $-80

    SHORT ASTER $2.5k (4,000.54 ASTER) @ 4.1x, net $610, margin $611, entry $0.6269, mark $0.6272, liq $0.7729, orders 1 🔴 $-1

  • Aave (ARB): $52.0k collat | $32.8k debt | HF 1.24

    Supply: 52,011 USDC

    Borrow: 17.40 WETH

  • Protocol detail notes:

    Zerion-only protocol exposure: Pendle $8.10M (ETH $8.10M); detailed position body unavailable/not applicable.

    Zerion-only protocol exposure: Morpho Blue $2.25M (ETH $2.25M); detailed position body unavailable/not applicable.

Monetrix

  • HL positions ($2.96M open, acct $298.4k, spot $2.96M):

    SHORT HYPE $2.95M (50,345.91 HYPE) @ 10.0x 🟢 $56.5k

Raw Cody Diff Appendix

ADDED raw Cody lines

+ • CD2: Aave V3 $2.50M (Plasma $2.50M); Lighter $2.25M open notional (acct $29.8k); 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 $7.48M (ETH $6.72M, ARB $758.3k); Hyperliquid $3.89M open notional (acct $355.7k, spot $966.4k); Lighter $2.83M open notional (acct $476.3k)

+ • 1-3: Aave V3 $4.51M (ETH $4.51M)

+ • 8d8b: Pendle $8.10M (ETH $8.10M); GMX $3.68M open notional; Morpho Blue $2.25M (ETH $2.25M); Aave V3 $72.2k (ARB $52.0k, Avax $20.2k)

+ • Lighter positions ($2.25M open, acct $29.8k):

+ LONG BTC $2.00M (31.0000 BTC) entry $64159, mark $64429, liq $54548 🟢 $8.4k [acct 16230]

+ LONG ETH $188.4k (100.00 ETH) entry $1865, mark $1884, liq $1177 🟢 $1.9k [acct 16230]

+ LONG PAXG $60.8k (15.00 PAXG) entry $4043, mark $4055, liq $2123 🟢 $187 [acct 16230]

+ SHORT BTC $1.99M (30.9982 BTC) @ 4.9x, net $394.7k, margin $403.3k, entry $64119, mark $64398, liq $76771, orders 1 🔴 $-8.7k

+ [3-3] • HL positions ($3.89M open, acct $355.7k, spot $966.4k):

+ SHORT ETH $848.0k (450.00 ETH) @ 25.0x 🔴 $-22.8k

+ SHORT AAVE $3.04M (33,000.00 AAVE) @ 10.0x 🔴 $-153.7k

+ [3-3] • Lighter positions ($2.83M open, acct $476.3k):

+ SHORT ETH $2.83M (1,500.00 ETH) entry $1573, mark $1884, liq $2176 🔴 $-466.6k [acct 294149]

+ [3-3] • Aave (ARB): $758.3k collat | $0 debt | HF ∞

+ Supply: 1 DAI, 346.41 WETH, 105,920 USDC

+ [3-3] • Aave (ETH): $6.72M collat | $3.57M debt | HF 1.50

+ Supply: 1,950.53 WETH, 33,000.00 AAVE

+ Borrow: 228,197 USDC, 1,578,148 USDT, 1,763,778 GHO

+ [1-3] • Aave (ETH): $4.51M collat | $2.42M debt | HF 1.45

+ Supply: 25.0043 WBTC, 45.0003 cbBTC

+ Borrow: 1,922,391 USDT, 503,605 GHO

+ LONG SOL $168.0k (2,536.99 SOL) @ 8.5x, net $42.1k, margin $21.0k, entry $66.22, mark $74.99, liq $58.79 🟢 $22.3k

+ SHORT XPL $153.1k (996,582.29 XPL) @ 46.2x, net $73.7k, margin $6.1k, entry $0.1537, mark $0.0831, liq $0.1554 🟢 $70.3k

+ SHORT ARB $71.4k (803,603.14 ARB) @ 2.7x, net $31.3k, margin $26.5k, entry $0.0889, mark $0.0828, liq $0.1211 🟢 $4.9k

+ SHORT HYPE $41.7k (601.93 HYPE) @ 3.6x, net $17.9k, margin $11.5k, entry $69.22, mark $58.56, liq $87.54 🟢 $6.4k

+ [fab3] • HL positions ($6.10M open, acct $1.42M, spot $1.42M):

+ SHORT xyz:BRENTOIL $5.89M (66,001.02 xyz:BRENTOIL) @ 7.0x 🟢 $120.4k

+ SHORT xyz:NBIS $213.0k (1,100.00 xyz:NBIS) @ 3.0x 🟢 $48.8k

+ [fab1] • Lighter positions ($628.8k open, acct $354.5k):

+ SHORT HYPE $628.8k (10,734.00 HYPE) entry $62.81, mark $58.58, liq $88.93 🟢 $45.4k [acct 129770]

+ SHORT BTC $650.2k (10.0009 BTC) @ 5.2x, net $130.9k, margin $124.7k, entry $65018, mark $64397, liq $77126, orders 2 🟢 $6.2k

+ • HL positions ($3.33M open, acct $295.1k):

+ SHORT BTC $1.93M (30.0000 BTC) @ 40.0x 🔴 $-61.8k

+ SHORT ETH $753.8k (400.00 ETH) @ 25.0x 🔴 $-45.1k

+ LONG xyz:CL $550.5k (6,360.00 xyz:CL) @ 20.0x 🔴 $-4.8k

+ LONG xyz:SPCX $88.8k (793.00 xyz:SPCX) @ 20.0x 🔴 $-1.2k

+ • GMX positions ($3.68M):

+ SHORT ETH $944.2k (506.91 ETH) @ 9.1x, net $93.4k, margin $103.9k, entry $1863, mark $1883, liq $2057 🔴 $-10.5k

+ SHORT BTC $769.2k (12.0008 BTC) @ 11.8x, net $61.3k, margin $65.0k, entry $64096, mark $64398, liq $69151 🔴 $-3.6k

+ SHORT SOL $350.4k (4,499.97 SOL) @ 7.3x, net $60.6k, margin $47.8k, entry $77.86, mark $75.00, liq $88.04, orders 1 🟢 $12.8k

+ SHORT ETH $288.7k (150.01 ETH) @ 8.9x, net $38.7k, margin $32.5k, entry $1925, mark $1883, liq $2163 🟢 $6.2k

+ SHORT TAO $250.5k (1,241.94 TAO) @ 5.2x, net $51.6k, margin $48.6k, entry $201.66, mark $199.27, liq $238.68, orders 1 🟢 $3.0k

+ SHORT HYPE $190.9k (3,120.23 HYPE) @ 6.7x, net $36.8k, margin $28.6k, entry $61.18, mark $58.57, liq $69.70, orders 1 🟢 $8.2k

+ SHORT XRP $117.6k (108,393.89 XRP) @ 4.4x, net $25.3k, margin $26.9k, entry $1.08, mark $1.10, liq $1.33, orders 1 🔴 $-1.6k

+ SHORT SUI $106.8k (130,021.79 SUI) @ 7.5x, net $27.4k, margin $14.3k, entry $0.8217, mark $0.7207, liq $0.9226, orders 1 🟢 $13.1k

+ SHORT DOGE $89.8k (1,269,880.62 DOGE) @ 5.8x, net $11.8k, margin $15.4k, entry $0.0707, mark $0.0735, liq $0.0824, orders 1 🔴 $-3.6k

+ SHORT VVV $60.1k (5,400.10 VVV) @ 2.9x, net $5.3k, margin $20.7k, entry $11.13, mark $13.97, liq $14.84, orders 1 🔴 $-15.3k

+ LONG XPL $59.5k (660,113.73 XPL) @ 3.3x, net $13.1k, margin $17.8k, entry $0.0902, mark $0.0831, liq $0.0642, orders 1 🔴 $-4.7k

+ SHORT ORDI $59.0k (16,000.32 ORDI) @ 2.7x, net $16.5k, margin $21.9k, entry $3.69, mark $4.03, liq $5.02, orders 1 🔴 $-5.4k

+ SHORT UNI $44.9k (11,996.79 UNI) @ 3.9x, net $12.4k, margin $11.4k, entry $3.74, mark $3.66, liq $4.66, orders 1 🟢 $943

+ SHORT CRV $41.2k (199,954.11 CRV) @ 3.4x, net $12.8k, margin $12.1k, entry $0.2058, mark $0.2024, liq $0.2643, orders 1 🟢 $691

+ SHORT ZEC $38.9k (80.00 ZEC) @ 4.1x, net $9.3k, margin $9.5k, entry $486.73, mark $488.84, liq $602.72, orders 1 🔴 $-169

+ SHORT BNB $34.7k (60.00 BNB) @ 6.7x, net $5.6k, margin $5.2k, entry $577.72, mark $570.87, liq $660.76, orders 1 🟢 $411

+ SHORT LINK $34.1k (4,000.00 LINK) @ 5.0x, net $7.1k, margin $6.8k, entry $8.53, mark $8.44, liq $10.18, orders 1 🟢 $349

+ SHORT AR $33.3k (16,398.87 AR) @ 6.4x, net $7.8k, margin $5.2k, entry $2.03, mark $1.87, liq $2.33, orders 1 🟢 $2.6k

+ SHORT PENDLE $25.4k (16,197.12 PENDLE) @ 3.7x, net $8.0k, margin $6.8k, entry $1.57, mark $1.49, liq $1.97, orders 1 🟢 $1.2k

+ SHORT ARB $23.6k (266,000.00 ARB) @ 4.8x, net $6.5k, margin $4.9k, entry $0.0888, mark $0.0828, liq $0.1067, orders 1 🟢 $1.6k

+ SHORT SOL $18.7k (240.04 SOL) @ 7.5x, net $3.2k, margin $2.5k, entry $78.06, mark $75.00, liq $88.06, orders 1 🟢 $733

+ SHORT ENA $17.2k (199,946.30 ENA) @ 4.1x, net $4.1k, margin $4.2k, entry $0.0858, mark $0.0861, liq $0.1058, orders 1 🔴 $-46

+ SHORT CVX $16.3k (13,998.38 CVX) @ 3.4x, net $2.7k, margin $4.8k, entry $1.17, mark $1.32, liq $1.50, orders 1 🔴 $-2.1k

+ SHORT LTC $12.0k (249.94 LTC) @ 4.1x, net $3.2k, margin $2.9k, entry $48.00, mark $46.80, liq $59.44, orders 1 🟢 $299

+ SHORT NEAR $9.0k (4,998.18 NEAR) @ 4.1x, net $2.2k, margin $2.2k, entry $1.79, mark $1.79, liq $2.21, orders 1 🟢 $12

+ SHORT ATOM $8.5k (5,998.92 ATOM) @ 4.1x, net $2.3k, margin $2.1k, entry $1.43, mark $1.39, liq $1.76, orders 1 🟢 $190

+ SHORT MEGA $8.5k (200,004.19 MEGA) @ 4.1x, net $2.1k, margin $2.1k, entry $0.0427, mark $0.0425, liq $0.0526, orders 1 🟢 $43

+ SHORT PUMP $7.2k (3,999,813.14 PUMP) @ 4.1x, net $1.8k, margin $1.8k, entry $0.0018, mark $0.0018, liq $0.0022, orders 1 🔴 $-9

+ SHORT DASH $7.0k (200.01 DASH) @ 4.1x, net $2.1k, margin $1.7k, entry $34.83, mark $32.58, liq $42.95, orders 1 🟢 $450

+ SHORT TRX $4.6k (13,999.64 TRX) @ 4.0x, net $1.1k, margin $1.2k, entry $0.3271, mark $0.3310, liq $0.4057, orders 1 🔴 $-54

+ SHORT FET $4.0k (26,000.00 FET) @ 4.0x, net $881, margin $994, entry $0.1547, mark $0.1590, liq $0.1913, orders 1 🔴 $-113

+ SHORT APE $3.6k (24,936.14 APE) @ 4.1x, net $798, margin $878, entry $0.1437, mark $0.1469, liq $0.1774, orders 1 🔴 $-80

+ SHORT ASTER $2.5k (4,000.54 ASTER) @ 4.1x, net $610, margin $611, entry $0.6269, mark $0.6272, liq $0.7729, orders 1 🔴 $-1

+ • Aave (ARB): $52.0k collat | $32.8k debt | HF 1.24

+ Supply: 52,011 USDC

+ • HL positions ($2.96M open, acct $298.4k, spot $2.96M):

+ SHORT HYPE $2.95M (50,345.91 HYPE) @ 10.0x 🟢 $56.5k

+ 📋 3-3: ➡️ net out $182.0k (USDC) ↔ Aave aToken (0x724dc8...b8c637) [2 txs, ARB]

+ 🔍 3-3: ⬅️ net in $182.0k (USDC) ↔ 0x000000...000000 [1 txs, ARB]

+ 🔍 8d8b: ➡️ net out $108.4k (USDC) ↔ 0x8f10b4...13f996 [3 txs, ETH]

+ 📋 8d8b: ⬅️ net in $110.0k (USDC) ↔ Morpho (0xbbbbbb...eeffcb) [1 txs, ETH]

REMOVED raw Cody lines

- • CD2: Aave V3 $2.50M (Plasma $2.50M); Lighter $2.23M open notional (acct $29.7k); GMX $1.99M open notional; Hyperliquid $74.8k open notional (acct $11.1k, spot $71.3k); Ethena $4.4k (ETH $4.4k)

- • 3-3: Aave V3 $7.29M (ETH $6.65M, ARB $644.4k); Hyperliquid $3.86M open notional (acct $541.5k, spot $1.18M); Lighter $2.79M open notional (acct $591.1k)

- • 1-3: Aave V3 $4.46M (ETH $4.46M)

- • 8d8b: Pendle $8.14M (ETH $8.14M); GMX $3.80M open notional; Morpho Blue $2.26M (ETH $2.26M); Fluid $165.5k (ARB $165.5k); Aave V3 $72.2k (ARB $52.0k, Avax $20.2k)

- • Lighter positions ($2.23M open, acct $29.7k):

- LONG BTC $1.98M (31.0000 BTC) entry $64159, mark $64003, liq $54545 🔴 $-4.8k [acct 16230]

- LONG ETH $185.7k (100.00 ETH) entry $1865, mark $1857, liq $1176 🔴 $-801 [acct 16230]

- LONG PAXG $60.7k (15.00 PAXG) entry $4043, mark $4049, liq $2122 🟢 $88 [acct 16230]

- SHORT BTC $1.99M (30.9982 BTC) @ 4.9x, net $407.8k, margin $403.4k, entry $64119, mark $63977, liq $76772, orders 1 🟢 $4.4k

- Supply: 2,503,422.84 USDT0

- [3-3] • HL positions ($3.86M open, acct $541.5k, spot $1.18M):

- SHORT ETH $835.8k (450.00 ETH) @ 25.0x 🔴 $-10.6k

- SHORT AAVE $3.02M (33,000.00 AAVE) @ 10.0x 🔴 $-137.7k

- [3-3] • Lighter positions ($2.79M open, acct $591.1k):

- SHORT ETH $2.79M (1,500.00 ETH) entry $1573, mark $1857, liq $2225 🔴 $-426.1k [acct 294149]

- [3-3] • Aave (ETH): $6.65M collat | $3.64M debt | HF 1.46

- Supply: 1,950.45 WETH, 33,000.00 AAVE

- Borrow: 303,170 USDC, 1,577,990 USDT, 1,763,596 GHO

- [3-3] • Aave (ARB): $643.0k collat | $76.1k debt | HF 7.10

- Supply: 1 DAI, 346.40 WETH

- Borrow: 76,086 USDC

- [1-3] • Aave (ETH): $4.46M collat | $2.42M debt | HF 1.44

- Supply: 24.6802 WBTC, 45.0003 cbBTC

- Borrow: 1,921,147 USDT, 503,553 GHO

- LONG SOL $168.0k (2,536.99 SOL) @ 8.4x, net $39.6k, margin $21.0k, entry $66.22, mark $73.97, liq $58.75 🟢 $19.7k

- SHORT XPL $153.1k (996,582.29 XPL) @ 45.0x, net $74.5k, margin $6.1k, entry $0.1537, mark $0.0823, liq $0.1555 🟢 $71.1k

- SHORT ARB $71.4k (803,603.14 ARB) @ 2.7x, net $31.6k, margin $26.5k, entry $0.0889, mark $0.0825, liq $0.1211 🟢 $5.1k

- SHORT HYPE $41.7k (601.93 HYPE) @ 3.6x, net $18.7k, margin $11.5k, entry $69.22, mark $57.28, liq $87.55 🟢 $7.2k

- [fab3] • HL positions ($6.28M open, acct $1.25M, spot $1.25M):

- SHORT xyz:BRENTOIL $6.07M (66,001.02 xyz:BRENTOIL) @ 7.0x 🔴 $-63.4k

- SHORT xyz:NBIS $209.8k (1,100.00 xyz:NBIS) @ 3.0x 🟢 $52.0k

- [fab1] • Lighter positions ($586.2k open, acct $366.5k):

- SHORT HYPE $586.2k (10,237.00 HYPE) entry $63.38, mark $57.26, liq $90.35 🟢 $62.6k [acct 129770]

- SHORT BTC $650.2k (10.0009 BTC) @ 5.2x, net $135.2k, margin $124.8k, entry $65018, mark $63977, liq $77127, orders 2 🟢 $10.4k

- Supply: 200,101.59 USDT0

- • HL positions ($2.66M open, acct $284.0k):

- SHORT BTC $1.92M (30.0000 BTC) @ 40.0x 🔴 $-49.1k

- SHORT ETH $743.0k (400.00 ETH) @ 25.0x 🔴 $-34.3k

- • GMX positions ($3.80M):

- SHORT ETH $944.2k (506.91 ETH) @ 9.1x, net $107.0k, margin $103.9k, entry $1863, mark $1857, liq $2057 🟢 $3.2k

- SHORT BTC $769.2k (12.0008 BTC) @ 11.8x, net $66.4k, margin $65.0k, entry $64096, mark $63977, liq $69152 🟢 $1.4k

- SHORT SOL $350.4k (4,499.97 SOL) @ 7.3x, net $65.3k, margin $47.8k, entry $77.86, mark $73.98, liq $88.05, orders 1 🟢 $17.5k

- SHORT ETH $288.7k (150.01 ETH) @ 9.0x, net $42.3k, margin $32.0k, entry $1925, mark $1857, liq $2163 🟢 $10.2k

- SHORT TAO $250.5k (1,241.94 TAO) @ 5.1x, net $61.9k, margin $48.6k, entry $201.66, mark $191.00, liq $238.69, orders 1 🟢 $13.2k

- SHORT DOGE $153.5k (2,169,880.62 DOGE) @ 5.8x, net $29.4k, margin $26.3k, entry $0.0707, mark $0.0693, liq $0.0824, orders 1 🟢 $3.1k

- SHORT HYPE $140.5k (2,250.20 HYPE) @ 7.8x, net $29.5k, margin $17.9k, entry $62.43, mark $57.28, liq $69.73, orders 1 🟢 $11.6k

- SHORT XRP $117.6k (108,393.89 XRP) @ 4.4x, net $26.4k, margin $26.9k, entry $1.08, mark $1.09, liq $1.33, orders 1 🔴 $-557

- SHORT SUI $106.8k (130,021.79 SUI) @ 7.5x, net $28.7k, margin $14.3k, entry $0.8217, mark $0.7109, liq $0.9227, orders 1 🟢 $14.4k

- SHORT NEAR $71.1k (36,699.18 NEAR) @ 4.5x, net $20.7k, margin $15.7k, entry $1.94, mark $1.80, liq $2.34, orders 1 🟢 $5.0k

- SHORT VVV $60.1k (5,400.10 VVV) @ 2.9x, net $13.2k, margin $20.7k, entry $11.13, mark $12.52, liq $14.84, orders 1 🔴 $-7.5k

- LONG XPL $59.5k (660,113.73 XPL) @ 3.3x, net $12.6k, margin $17.8k, entry $0.0902, mark $0.0823, liq $0.0642, orders 1 🔴 $-5.2k

- LONG ZEC $42.7k (79.98 ZEC) @ 3.8x, net $6.8k, margin $11.1k, entry $534.07, mark $480.51, liq $397.87, orders 1 🔴 $-4.3k

- SHORT CRV $41.2k (199,954.11 CRV) @ 3.4x, net $12.8k, margin $12.1k, entry $0.2058, mark $0.2027, liq $0.2643, orders 1 🟢 $617

- SHORT ICP $38.5k (17,997.91 ICP) @ 4.0x, net $9.9k, margin $9.6k, entry $2.14, mark $2.12, liq $2.65, orders 1 🟢 $323

- SHORT BNB $34.7k (60.00 BNB) @ 6.7x, net $6.0k, margin $5.2k, entry $577.72, mark $564.55, liq $660.76, orders 1 🟢 $790

- SHORT LINK $34.1k (4,000.00 LINK) @ 5.0x, net $7.7k, margin $6.8k, entry $8.53, mark $8.31, liq $10.18, orders 1 🟢 $854

- SHORT UNI $33.9k (8,998.93 UNI) @ 4.1x, net $9.0k, margin $8.3k, entry $3.76, mark $3.68, liq $4.65, orders 1 🟢 $718

- SHORT AR $33.3k (16,398.87 AR) @ 6.4x, net $8.4k, margin $5.2k, entry $2.03, mark $1.84, liq $2.33, orders 1 🟢 $3.2k

- SHORT ONDO $27.7k (70,000.43 ONDO) @ 3.3x, net $9.8k, margin $8.3k, entry $0.3955, mark $0.3747, liq $0.5104, orders 1 🟢 $1.5k

- SHORT PENDLE $25.4k (16,197.12 PENDLE) @ 3.7x, net $8.5k, margin $6.8k, entry $1.57, mark $1.46, liq $1.97, orders 1 🟢 $1.7k

- SHORT GMX $24.2k (3,420.00 GMX) @ 5.4x, net $5.1k, margin $4.5k, entry $7.06, mark $6.87, liq $8.29, orders 1 🟢 $649

- SHORT ARB $23.6k (266,000.00 ARB) @ 4.8x, net $6.6k, margin $4.9k, entry $0.0888, mark $0.0825, liq $0.1067, orders 1 🟢 $1.7k

- SHORT SOL $18.7k (240.04 SOL) @ 7.5x, net $3.5k, margin $2.5k, entry $78.06, mark $73.98, liq $88.06, orders 1 🟢 $979

- SHORT AERO $17.9k (39,403.22 AERO) @ 5.3x, net $4.7k, margin $3.4k, entry $0.4552, mark $0.4220, liq $0.5359, orders 1 🟢 $1.3k

- SHORT CVX $16.3k (13,998.38 CVX) @ 3.4x, net $3.4k, margin $4.8k, entry $1.17, mark $1.27, liq $1.50, orders 1 🔴 $-1.4k

- SHORT LTC $12.0k (249.94 LTC) @ 4.1x, net $3.4k, margin $2.9k, entry $48.00, mark $46.23, liq $59.44, orders 1 🟢 $441

- SHORT RENDER $10.2k (6,999.75 RENDER) @ 4.1x, net $2.5k, margin $2.5k, entry $1.46, mark $1.45, liq $1.80, orders 1 🟢 $24

- SHORT APE $10.0k (69,927.03 APE) @ 4.1x, net $2.2k, margin $2.4k, entry $0.1435, mark $0.1468, liq $0.1770, orders 1 🔴 $-226

- SHORT ATOM $8.5k (5,998.92 ATOM) @ 4.1x, net $2.4k, margin $2.1k, entry $1.43, mark $1.38, liq $1.76, orders 1 🟢 $295

- SHORT PUMP $7.2k (3,999,813.14 PUMP) @ 4.1x, net $1.8k, margin $1.8k, entry $0.0018, mark $0.0018, liq $0.0022, orders 1 🟢 $31

- SHORT DASH $7.0k (200.01 DASH) @ 4.1x, net $2.2k, margin $1.7k, entry $34.83, mark $32.18, liq $42.95, orders 1 🟢 $530

- SHORT VIRTUAL $5.9k (9,999.66 VIRTUAL) @ 4.1x, net $1.5k, margin $1.4k, entry $0.5853, mark $0.5820, liq $0.7219, orders 1 🟢 $34

- SHORT TRX $4.6k (13,999.64 TRX) @ 4.0x, net $1.1k, margin $1.2k, entry $0.3271, mark $0.3298, liq $0.4058, orders 1 🔴 $-37

- SHORT ENA $4.0k (50,004.03 ENA) @ 3.0x, net $967, margin $1.3k, entry $0.0806, mark $0.0879, liq $0.1064, orders 1 🔴 $-364

- SHORT FET $4.0k (26,000.00 FET) @ 4.0x, net $1.1k, margin $994, entry $0.1547, mark $0.1509, liq $0.1913, orders 1 🟢 $97

- SHORT ASTER $2.5k (4,000.54 ASTER) @ 4.1x, net $630, margin $611, entry $0.6269, mark $0.6220, liq $0.7729, orders 1 🟢 $19

- • Aave (ARB): $52.0k collat | $32.3k debt | HF 1.26

- Supply: 52,007 USDC

- • HL positions ($2.89M open, acct $289.2k, spot $2.90M):

- SHORT HYPE $2.88M (50,345.91 HYPE) @ 10.0x 🟢 $121.5k

- 📋 CD2: ⬅️ net in $250.0k (USDC) ↔ Market Maker/Bot (0x6a2abf...e8ae14) [1 txs, ARB]

- 🔍 96e4: ➡️ net out $174.0k (USDC) ↔ 0x97bf06...47b3f9 [5 txs, ARB]

- 📋 96e4: ⬅️ net in $120.0k (USDC) ↔ Market Maker/Bot (0x3dd1d1...ff0af2) [2 txs, ARB]

- 📋 8d8b: ➡️ net out $2.24M (USDC) ↔ EthereumGeneralAdapter1 (0x4a6c31...be0ae0) [4 txs, ETH]

- 🔍 8d8b: ➡️ net out $1.93M (USDC) ↔ 0x8f10b4...13f996 [53 txs, ETH]

- 📋 8d8b: ⬅️ net in $1.91M (USDC) ↔ Gnosis Safe (0xe6f8ad...a33c46) [4 txs, ETH]

- 📋 8d8b: ⬅️ net in $2.25M (USDC) ↔ Morpho (0xbbbbbb...eeffcb) [17 txs, ETH]

- 🔍 8d8b: ⬅️ net in $615.0k (USDC) ↔ 0x000000...000000 [3 txs, ETH]

- 📋 8d8b: ➡️ net out $600.0k (USDC) ↔ Permit2Proxy (0x89c634...f3f818) [2 txs, ETH]

- 📋 8d8b: ⬅️ net in $165.5k (USDC) ↔ FluidLiquidityProxy (0x52aa89...f4e497) [2 txs, ARB]

Source / Artifact Notes

- Cody direct-source raw snapshot: C:\PJ\temp\wallet-spy-review\260726\wallet-spy-review-1349.raw.md

- Previous Cody baseline: C:\PJ\temp\wallet-spy-review\260726\wallet-spy-review-1349.prior.raw.md

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

- Parity status: YELLOW / PARTIAL