Theme 2C Pixel Festival

Wallet Spy Review 260802 1352

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 2026-08-02T05:55:21.408Z

Damon Parity Check

- Cody direct-source: SUCCESS; no-save run completed in 36.6s; Top Protocols=present; GMX positions=present; 8d8b GMX block=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: 1-3: Aave V3 $4.44M (ETH $4.44M) body detail unavailable from Cody direct-source output.; fab3: GMX $15.8k (ARB $14.6k, Avax $1.2k) body detail unavailable from Cody direct-source output.; 9cc: GMX $2.8k (ARB $2.8k) body detail unavailable from Cody direct-source output.; Zerion-only protocol exposures have no detailed body by design.

- False-positive pass: every Increased/Reduced position bullet below uses base quantity or Aave token quantity; price-only notional/P&L moves are excluded.

Changes Since Previous Cody Snapshot

- Baseline: C:\PJ\temp\wallet-spy-review\latest-cody-raw.md (2026-08-01T05:55:10.028Z).

- Quantity-first classified changes: 25; full raw evidence remains in the final appendix.

Wallet Spy Report

- Runtime: 2026-08-02 13:53 SGT / 2026-08-02 05:53 UTC

- Source:

cd C:\PJ\Temp\etherscan-cleanup\remote-current; WALLET_SPY_NO_SAVE=1; 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\latest-cody-raw.md (2026-08-01T05:55:10.028Z)

- Script stdout: exit=0; duration=36.6s; WALLET_SPY_NO_SAVE=1; source contains Top Protocols; no fatal stderr 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 $2.80M (Plasma $2.80M); Lighter $344.3k account; Hyperliquid $123.0k open notional (acct $16.3k, spot $66.1k); Ethena $4.4k (ETH $4.4k); USD.AI $1.1k (ARB $1.1k)

• 3-3: Aave V3 $7.40M (ETH $6.69M, ARB $709.0k); Hyperliquid $5.39M open notional (acct $466.7k, spot $1.16M); Lighter $1.31M open notional (acct $233.9k)

• 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 $5.78M open notional (acct $1.73M, spot $1.83M); GMX $15.8k (ARB $14.6k, Avax $1.2k); Polymarket $10.0k (Polygon $10.0k)

• fab1: Kinetiq $2.48M (HyperEVM $2.48M); Lighter $405.8k open notional (acct $374.8k); HyperLend $273.6k (HyperEVM $273.6k); Hyperliquid $12.9k spot/assets; KittenSwap $2.2k (HyperEVM $2.2k)

• fab2: none >= $1.0k

• 9cc: Aave V3 $200.1k (Plasma $200.1k); GMX $2.8k (ARB $2.8k)

• 96e4: Hyperliquid $3.43M open notional (acct $361.4k); Lighter $142.4k open notional (acct $12.2k); GMX $36.6k open notional

• Stephen: Euler $84.8k (Plasma $84.8k); Uniswap V3 $14.5k (robinhood $14.5k)

• 8d8b: Pendle $7.78M (ETH $7.78M); Morpho Blue $2.92M (ETH $2.92M); GMX $1.46M open notional; Aave V3 $107.3k (ARB $60.0k, Avax $47.3k); Fluid $92.1k (ARB $92.1k)

• Monetrix: Hyperliquid $3.01M spot/assets (acct $300.5k)

Position Changes Since Prior Saved Report

CD2

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

3-3

• ⬇️ Reduced — HL SHORT ETH: 1,640 ETH -> 1,350 ETH

• ⬆️ Increased — Lighter SHORT ETH: 310 ETH -> 600 ETH

• ⬆️ Increased — Aave (ARB) USDC supply: 59,731 -> 241,737

• ❌ Closed — Aave (ETH) GHO borrow: 1,764,866 -> no longer visible

• ❌ Closed — Aave (ETH) USDC borrow: 294,420 -> no longer visible

• ❌ Closed — Aave (ETH) USDT borrow: 1,579,088 -> no longer visible

• ❌ Closed — Aave (ETH) AAVE supply: 33,000 -> no longer visible

• ❌ Closed — Aave (ETH) WETH supply: 1,951.01 -> no longer visible

1-3

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

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: 7,230.08 HYPE -> 7,729.08 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

• ➕ New — HL LONG xyz:CL: no prior visible line -> 13,397 xyz:CL

• ⬇️ Reduced — HL SHORT BTC: 30 BTC -> 25 BTC

• ⬇️ Reduced — HL SHORT ETH: 500 ETH -> 400 ETH

• ➕ New — Lighter SHORT XAU: no prior visible line -> 35 XAU

Stephen

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

8d8b

• ⬆️ Increased — GMX LONG ZEC: 70 ZEC -> 89.99 ZEC

• ❌ Closed — GMX SHORT ARB: 199,967.79 ARB -> no longer visible

• ⬆️ Increased — GMX SHORT CC: 79,980.49 CC -> 129,980.31 CC

• ➕ New — GMX SHORT CRV: no prior visible line -> 49,952.62 CRV

• ❌ Closed — GMX SHORT DOT: 182,005.68 DOT -> no longer visible

• ⬇️ Reduced — GMX SHORT ENA: 85,033.02 ENA -> 75,033.02 ENA

• ⬆️ Increased — GMX SHORT ICP: 29,998.47 ICP -> 65,005.07 ICP

• ❌ Closed — GMX SHORT JUP: 33,399.53 JUP -> no longer visible

• ➕ New — GMX SHORT LDO: no prior visible line -> 59,998.6 LDO

• ❌ Closed — GMX SHORT SEI: 135,002.73 SEI -> no longer visible

• ⬆️ Increased — GMX SHORT UNI: 9,999.02 UNI -> 10,193.85 UNI

Monetrix

• ⬆️ Increased — HL SHORT HYPE: 37,373.67 HYPE -> 57,189.59 HYPE

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) [1 txs, ARB]

• 96e4: ➡️ net out $134.1k (USDC) ↔ CctpExtension (0xa95d9c...8e4fce) [4 txs, ARB]

• 8d8b: ⬅️ net in $600.0k (USDC) ↔ Morpho (0xbbbbbb...eeffcb) [5 txs, ETH]

Large unknown counterparty transfers

• 3-3: ⬅️ net in $232.0k (USDC) ↔ 0x000000...000000 [1 txs, ARB]

• 8d8b: ➡️ net out $600.0k (USDC) ↔ 0x8f10b4...13f996 [5 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 P&L: -$1.9k -> -$1.0k (delta +$900)

3-3

• Visible perp P&L: -$134.2k -> -$201.3k (delta -$67.1k)

1-3

No P&L delta available; no visible perp positions in either Cody snapshot.

fab4

• Visible perp P&L: $113.3k -> $111.1k (delta -$2.2k)

fab3

• Visible perp P&L: $123.1k -> $485.9k (delta +$362.8k)

fab1

• Visible perp P&L: $70.1k -> $63.8k (delta -$6.3k)

fab2

No P&L delta available; no visible perp positions in either Cody snapshot.

9cc

No P&L delta available; no visible perp positions in either Cody snapshot.

96e4

• Visible perp P&L: -$48.3k -> -$84.4k (delta -$36.1k)

Stephen

No P&L delta available; no visible perp positions in either Cody snapshot.

8d8b

• Visible perp P&L: $19.3k -> $13.6k (delta -$5.7k)

Monetrix

• Visible perp P&L: $301.4k -> $266.5k (delta -$34.9k)

Current Visible Positions by Wallet

CD2

  • HL positions ($123.0k open, acct $16.3k, spot $66.1k):

    LONG HYPE $52.4k (1,000.00 HYPE) @ 10.0x 🔴 $-1.0k

  • Lighter account: $344.3k account value, no open perp positions visible.

  • Aave (PLASMA): $2.80M 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

  • HL positions ($5.39M open, acct $466.7k, spot $1.16M):

    SHORT ETH $2.53M (1,350.00 ETH) @ 25.0x 🟢 $33.3k

    SHORT AAVE $2.86M (31,000.00 AAVE) @ 10.0x 🔴 $-147.2k

  • Lighter positions ($1.31M open, acct $233.9k):

    SHORT ETH $1.13M (600.00 ETH) entry $1709, mark $1875, liq $2220 🔴 $-99.8k [acct 294149]

    SHORT AAVE $184.2k (2,000.00 AAVE) entry $98.32, mark $92.10, liq $190.87 🟢 $12.4k [acct 294149]

  • Aave (ARB): $891.0k collat | $0 debt | HF ∞

    Supply: 1 DAI, 346.46 WETH, 241,737 USDC

1-3

  • Protocol detail notes:

    PARTIAL: Aave V3 $4.44M (ETH $4.44M) body detail unavailable from Cody direct-source output.

fab4

  • GMX positions ($434.2k):

    LONG SOL $168.0k (2,536.99 SOL) @ 8.7x, net $38.0k, margin $21.0k, entry $66.22, mark $73.53, liq $58.94 🟢 $18.6k

    SHORT XPL $153.1k (996,582.29 XPL) @ 62.3x, net $79.0k, margin $6.1k, entry $0.1537, mark $0.0768, liq $0.1545 🟢 $76.6k

    SHORT ARB $71.4k (803,603.14 ARB) @ 2.7x, net $32.2k, margin $26.5k, entry $0.0889, mark $0.0817, liq $0.1211 🟢 $5.8k

    SHORT HYPE $41.7k (601.93 HYPE) @ 3.6x, net $21.5k, margin $11.5k, entry $69.22, mark $52.45, liq $87.51 🟢 $10.1k

fab3

  • HL positions ($5.78M open, acct $1.73M, spot $1.83M):

    SHORT xyz:BRENTOIL $5.57M (66,001.02 xyz:BRENTOIL) @ 7.0x 🟢 $439.9k

    SHORT xyz:NBIS $215.9k (1,100.00 xyz:NBIS) @ 3.0x 🟢 $46.0k

  • Protocol detail notes:

    PARTIAL: GMX $15.8k (ARB $14.6k, 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 ($405.8k open, acct $374.8k):

    SHORT HYPE $405.8k (7,729.08 HYPE) entry $60.76, mark $52.50, liq $98.05 🟢 $63.8k [acct 129770]

  • Protocol detail notes:

    Zerion-only protocol exposure: Kinetiq $2.48M (HyperEVM $2.48M); detailed position body unavailable/not applicable.

    Zerion-only protocol exposure: HyperLend $273.6k (HyperEVM $273.6k); detailed position body unavailable/not applicable.

    Zerion-only protocol exposure: KittenSwap $2.2k (HyperEVM $2.2k); detailed position body unavailable/not applicable.

fab2

No current visible positions surfaced from Cody direct-source.

9cc

  • Aave (PLASMA): $200.1k collat | $0 debt | HF ∞

  • Protocol detail notes:

    PARTIAL: GMX $2.8k (ARB $2.8k) body detail unavailable from Cody direct-source output.

96e4

  • HL positions ($3.43M open, acct $361.4k):

    SHORT BTC $1.59M (25.0000 BTC) @ 40.0x 🔴 $-26.4k

    SHORT ETH $750.1k (400.00 ETH) @ 25.0x 🔴 $-27.4k

    LONG xyz:CL $1.09M (13,397.00 xyz:CL) @ 20.0x 🔴 $-30.2k

  • Lighter positions ($142.4k open, acct $12.2k):

    SHORT XAU $142.4k (35.00 XAU) entry $4060, mark $4069, liq $4313 🔴 $-328 [acct 295881]

  • GMX positions ($36.6k):

    SHORT GOLD $36.6k (9.00 GOLD) @ 20.0x, net $1.8k, margin $1.8k, entry $4065, mark $4073, liq $4233 🔴 $-69

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 $14.5k (robinhood $14.5k); detailed position body unavailable/not applicable.

8d8b

  • GMX positions ($1.46M):

    SHORT BTC $378.0k (6.0000 BTC) @ 9.9x, net $35.7k, margin $38.0k, entry $62998, mark $63393, liq $69606 🔴 $-2.4k

    SHORT TAO $169.1k (842.98 TAO) @ 4.9x, net $39.2k, margin $34.5k, entry $200.63, mark $195.09, liq $239.42, orders 1 🟢 $4.7k

    SHORT HYPE $157.1k (3,000.25 HYPE) @ 5.0x, net $31.2k, margin $31.4k, entry $52.38, mark $52.45, liq $62.30, orders 1 🔴 $-227

    SHORT ICP $134.1k (65,005.07 ICP) @ 4.1x, net $33.3k, margin $32.9k, entry $2.06, mark $2.06, liq $2.55, orders 1 🟢 $382

    LONG XPL $76.0k (860,136.95 XPL) @ 2.8x, net $17.1k, margin $27.1k, entry $0.0884, mark $0.0768, liq $0.0579, orders 1 🔴 $-9.9k

    SHORT RENDER $69.4k (49,994.04 RENDER) @ 4.3x, net $17.0k, margin $16.3k, entry $1.39, mark $1.37, liq $1.70, orders 1 🟢 $776

    SHORT SOL $62.3k (800.00 SOL) @ 8.9x, net $10.4k, margin $7.0k, entry $77.86, mark $73.55, liq $86.13, orders 1 🟢 $3.5k

    SHORT UNI $42.7k (10,193.85 UNI) @ 4.0x, net $10.8k, margin $10.6k, entry $4.19, mark $4.17, liq $5.19, orders 2 🟢 $240

    LONG ZEC $41.8k (89.99 ZEC) @ 4.0x, net $11.5k, margin $10.6k, entry $463.99, mark $473.77, liq $349.13, orders 1 🟢 $880

    SHORT ZRO $34.1k (45,022.71 ZRO) @ 3.5x, net $11.4k, margin $9.7k, entry $0.7568, mark $0.7203, liq $0.9646, orders 1 🟢 $1.6k

    SHORT AR $33.3k (16,398.87 AR) @ 17.6x, net $6.4k, margin $1.9k, entry $2.03, mark $1.76, liq $2.12, orders 1 🟢 $4.5k

    SHORT PENDLE $32.1k (20,595.44 PENDLE) @ 6.4x, net $8.1k, margin $5.0k, entry $1.56, mark $1.41, liq $1.79, orders 1 🟢 $3.1k

    SHORT XRP $31.9k (29,393.89 XRP) @ 5.1x, net $6.3k, margin $6.2k, entry $1.08, mark $1.08, liq $1.29, orders 1 🟢 $90

    SHORT SUI $24.0k (30,000.00 SUI) @ 13.1x, net $5.1k, margin $1.8k, entry $0.8015, mark $0.6919, liq $0.8544, orders 1 🟢 $3.3k

    SHORT VVV $22.3k (2,000.00 VVV) @ 2.7x, net $7.0k, margin $8.3k, entry $11.13, mark $11.78, liq $15.14, orders 1 🔴 $-1.3k

    SHORT LIT $21.7k (10,000.66 LIT) @ 3.4x, net $7.0k, margin $6.3k, entry $2.17, mark $2.10, liq $2.78, orders 1 🟢 $704

    SHORT ONDO $19.9k (50,003.47 ONDO) @ 3.1x, net $6.8k, margin $6.4k, entry $0.3981, mark $0.3904, liq $0.5225, orders 1 🟢 $384

    SHORT LDO $19.8k (59,998.60 LDO) @ 4.1x, net $4.8k, margin $4.8k, entry $0.3302, mark $0.3311, liq $0.4072, orders 2 🔴 $-55

    SHORT SOL $18.7k (240.04 SOL) @ 8.5x, net $3.3k, margin $2.2k, entry $78.06, mark $73.55, liq $86.81, orders 1 🟢 $1.1k

    SHORT CC $15.4k (129,980.31 CC) @ 3.8x, net $4.3k, margin $4.0k, entry $0.1187, mark $0.1164, liq $0.1483, orders 1 🟢 $300

    SHORT CVX $13.6k (9,992.76 CVX) @ 4.1x, net $4.0k, margin $3.3k, entry $1.36, mark $1.29, liq $1.68, orders 1 🟢 $691

    SHORT CRV $10.3k (49,952.62 CRV) @ 3.8x, net $2.7k, margin $2.7k, entry $0.2052, mark $0.2052, liq $0.2571, orders 1 🟢 $4

    SHORT LTC $9.1k (189.94 LTC) @ 5.6x, net $2.3k, margin $1.6k, entry $48.00, mark $44.67, liq $56.27, orders 1 🟢 $631

    SHORT DASH $7.0k (200.01 DASH) @ 11.4x, net $1.3k, margin $609, entry $34.83, mark $31.53, liq $37.50, orders 1 🟢 $659

    SHORT ENA $6.1k (75,033.02 ENA) @ 4.1x, net $1.0k, margin $1.5k, entry $0.0818, mark $0.0880, liq $0.1008, orders 1 🔴 $-464

    SHORT TRX $4.6k (13,999.64 TRX) @ 4.0x, net $1.1k, margin $1.2k, entry $0.3271, mark $0.3278, liq $0.4057, orders 1 🔴 $-9

    SHORT MEGA $2.6k (59,964.09 MEGA) @ 10.7x, net $526, margin $241, entry $0.0429, mark $0.0382, liq $0.0465, orders 1 🟢 $285

    SHORT ASTER $2.5k (4,000.54 ASTER) @ 4.1x, net $699, margin $611, entry $0.6269, mark $0.6046, liq $0.7728, orders 1 🟢 $89

  • Aave (ARB): $60.0k collat | $38.2k debt | HF 1.23

    Supply: 60,005 USDC

    Borrow: 0.6025 WBTC

  • Protocol detail notes:

    Zerion-only protocol exposure: Pendle $7.78M (ETH $7.78M); detailed position body unavailable/not applicable.

    Zerion-only protocol exposure: Morpho Blue $2.92M (ETH $2.92M); detailed position body unavailable/not applicable.

    Zerion-only protocol exposure: Fluid $92.1k (ARB $92.1k); detailed position body unavailable/not applicable.

Monetrix

  • HL positions ($3.01M open, acct $300.5k, spot $3.01M):

    SHORT HYPE $3.00M (57,189.59 HYPE) @ 10.0x 🟢 $266.5k

Raw Cody Diff Appendix

Baseline: C:\PJ\temp\wallet-spy-review\latest-cody-raw.md

ADDED raw Cody lines

+ • CD2: Aave V3 $2.80M (Plasma $2.80M); Lighter $344.3k account; Hyperliquid $123.0k open notional (acct $16.3k, spot $66.1k); Ethena $4.4k (ETH $4.4k); USD.AI $1.1k (ARB $1.1k)

+ • 3-3: Aave V3 $7.40M (ETH $6.69M, ARB $709.0k); Hyperliquid $5.39M open notional (acct $466.7k, spot $1.16M); Lighter $1.31M open notional (acct $233.9k)

+ • 1-3: Aave V3 $4.44M (ETH $4.44M)

+ • fab3: Hyperliquid $5.78M open notional (acct $1.73M, spot $1.83M); GMX $15.8k (ARB $14.6k, Avax $1.2k); Polymarket $10.0k (Polygon $10.0k)

+ • fab1: Kinetiq $2.48M (HyperEVM $2.48M); Lighter $405.8k open notional (acct $374.8k); HyperLend $273.6k (HyperEVM $273.6k); Hyperliquid $12.9k spot/assets; KittenSwap $2.2k (HyperEVM $2.2k)

+ • 9cc: Aave V3 $200.1k (Plasma $200.1k); GMX $2.8k (ARB $2.8k)

+ • 96e4: Hyperliquid $3.43M open notional (acct $361.4k); Lighter $142.4k open notional (acct $12.2k); GMX $36.6k open notional

+ • Stephen: Euler $84.8k (Plasma $84.8k); Uniswap V3 $14.5k (robinhood $14.5k)

+ • 8d8b: Pendle $7.78M (ETH $7.78M); Morpho Blue $2.92M (ETH $2.92M); GMX $1.46M open notional; Aave V3 $107.3k (ARB $60.0k, Avax $47.3k); Fluid $92.1k (ARB $92.1k)

+ • Monetrix: Hyperliquid $3.01M spot/assets (acct $300.5k)

+ • HL positions ($123.0k open, acct $16.3k, spot $66.1k):

+ LONG HYPE $52.4k (1,000.00 HYPE) @ 10.0x 🔴 $-1.0k

+ SHORT ETH $2.53M (1,350.00 ETH) @ 25.0x 🟢 $33.3k

+ SHORT AAVE $2.86M (31,000.00 AAVE) @ 10.0x 🔴 $-147.2k

+ SHORT ETH $1.13M (600.00 ETH) entry $1709, mark $1875, liq $2220 🔴 $-99.8k [acct 294149]

+ SHORT AAVE $184.2k (2,000.00 AAVE) entry $98.32, mark $92.10, liq $190.87 🟢 $12.4k [acct 294149]

+ Supply: 1 DAI, 346.46 WETH, 241,737 USDC

+ LONG SOL $168.0k (2,536.99 SOL) @ 8.7x, net $38.0k, margin $21.0k, entry $66.22, mark $73.53, liq $58.94 🟢 $18.6k

+ SHORT XPL $153.1k (996,582.29 XPL) @ 62.3x, net $79.0k, margin $6.1k, entry $0.1537, mark $0.0768, liq $0.1545 🟢 $76.6k

+ SHORT ARB $71.4k (803,603.14 ARB) @ 2.7x, net $32.2k, margin $26.5k, entry $0.0889, mark $0.0817, liq $0.1211 🟢 $5.8k

+ SHORT HYPE $41.7k (601.93 HYPE) @ 3.6x, net $21.5k, margin $11.5k, entry $69.22, mark $52.45, liq $87.51 🟢 $10.1k

+ SHORT xyz:BRENTOIL $5.57M (66,001.02 xyz:BRENTOIL) @ 7.0x 🟢 $439.9k

+ SHORT xyz:NBIS $215.9k (1,100.00 xyz:NBIS) @ 3.0x 🟢 $46.0k

+ SHORT HYPE $405.8k (7,729.08 HYPE) entry $60.76, mark $52.50, liq $98.05 🟢 $63.8k [acct 129770]

+ • Aave (PLASMA): $200.1k collat | $0 debt | HF ∞

+ • HL positions ($3.43M open, acct $361.4k):

+ SHORT BTC $1.59M (25.0000 BTC) @ 40.0x 🔴 $-26.4k

+ SHORT ETH $750.1k (400.00 ETH) @ 25.0x 🔴 $-27.4k

+ LONG xyz:CL $1.09M (13,397.00 xyz:CL) @ 20.0x 🔴 $-30.2k

+ • Lighter positions ($142.4k open, acct $12.2k):

+ SHORT XAU $142.4k (35.00 XAU) entry $4060, mark $4069, liq $4313 🔴 $-328 [acct 295881]

+ SHORT GOLD $36.6k (9.00 GOLD) @ 20.0x, net $1.8k, margin $1.8k, entry $4065, mark $4073, liq $4233 🔴 $-69

+ • GMX positions ($1.46M):

+ SHORT BTC $378.0k (6.0000 BTC) @ 9.9x, net $35.7k, margin $38.0k, entry $62998, mark $63393, liq $69606 🔴 $-2.4k

+ SHORT TAO $169.1k (842.98 TAO) @ 4.9x, net $39.2k, margin $34.5k, entry $200.63, mark $195.09, liq $239.42, orders 1 🟢 $4.7k

+ SHORT HYPE $157.1k (3,000.25 HYPE) @ 5.0x, net $31.2k, margin $31.4k, entry $52.38, mark $52.45, liq $62.30, orders 1 🔴 $-227

+ SHORT ICP $134.1k (65,005.07 ICP) @ 4.1x, net $33.3k, margin $32.9k, entry $2.06, mark $2.06, liq $2.55, orders 1 🟢 $382

+ LONG XPL $76.0k (860,136.95 XPL) @ 2.8x, net $17.1k, margin $27.1k, entry $0.0884, mark $0.0768, liq $0.0579, orders 1 🔴 $-9.9k

+ SHORT RENDER $69.4k (49,994.04 RENDER) @ 4.3x, net $17.0k, margin $16.3k, entry $1.39, mark $1.37, liq $1.70, orders 1 🟢 $776

+ SHORT SOL $62.3k (800.00 SOL) @ 8.9x, net $10.4k, margin $7.0k, entry $77.86, mark $73.55, liq $86.13, orders 1 🟢 $3.5k

+ SHORT UNI $42.7k (10,193.85 UNI) @ 4.0x, net $10.8k, margin $10.6k, entry $4.19, mark $4.17, liq $5.19, orders 2 🟢 $240

+ LONG ZEC $41.8k (89.99 ZEC) @ 4.0x, net $11.5k, margin $10.6k, entry $463.99, mark $473.77, liq $349.13, orders 1 🟢 $880

+ SHORT ZRO $34.1k (45,022.71 ZRO) @ 3.5x, net $11.4k, margin $9.7k, entry $0.7568, mark $0.7203, liq $0.9646, orders 1 🟢 $1.6k

+ SHORT AR $33.3k (16,398.87 AR) @ 17.6x, net $6.4k, margin $1.9k, entry $2.03, mark $1.76, liq $2.12, orders 1 🟢 $4.5k

+ SHORT PENDLE $32.1k (20,595.44 PENDLE) @ 6.4x, net $8.1k, margin $5.0k, entry $1.56, mark $1.41, liq $1.79, orders 1 🟢 $3.1k

+ SHORT XRP $31.9k (29,393.89 XRP) @ 5.1x, net $6.3k, margin $6.2k, entry $1.08, mark $1.08, liq $1.29, orders 1 🟢 $90

+ SHORT SUI $24.0k (30,000.00 SUI) @ 13.1x, net $5.1k, margin $1.8k, entry $0.8015, mark $0.6919, liq $0.8544, orders 1 🟢 $3.3k

+ SHORT LIT $21.7k (10,000.66 LIT) @ 3.4x, net $7.0k, margin $6.3k, entry $2.17, mark $2.10, liq $2.78, orders 1 🟢 $704

+ SHORT ONDO $19.9k (50,003.47 ONDO) @ 3.1x, net $6.8k, margin $6.4k, entry $0.3981, mark $0.3904, liq $0.5225, orders 1 🟢 $384

+ SHORT LDO $19.8k (59,998.60 LDO) @ 4.1x, net $4.8k, margin $4.8k, entry $0.3302, mark $0.3311, liq $0.4072, orders 2 🔴 $-55

+ SHORT SOL $18.7k (240.04 SOL) @ 8.5x, net $3.3k, margin $2.2k, entry $78.06, mark $73.55, liq $86.81, orders 1 🟢 $1.1k

+ SHORT CC $15.4k (129,980.31 CC) @ 3.8x, net $4.3k, margin $4.0k, entry $0.1187, mark $0.1164, liq $0.1483, orders 1 🟢 $300

+ SHORT CVX $13.6k (9,992.76 CVX) @ 4.1x, net $4.0k, margin $3.3k, entry $1.36, mark $1.29, liq $1.68, orders 1 🟢 $691

+ SHORT CRV $10.3k (49,952.62 CRV) @ 3.8x, net $2.7k, margin $2.7k, entry $0.2052, mark $0.2052, liq $0.2571, orders 1 🟢 $4

+ SHORT LTC $9.1k (189.94 LTC) @ 5.6x, net $2.3k, margin $1.6k, entry $48.00, mark $44.67, liq $56.27, orders 1 🟢 $631

+ SHORT DASH $7.0k (200.01 DASH) @ 11.4x, net $1.3k, margin $609, entry $34.83, mark $31.53, liq $37.50, orders 1 🟢 $659

+ SHORT ENA $6.1k (75,033.02 ENA) @ 4.1x, net $1.0k, margin $1.5k, entry $0.0818, mark $0.0880, liq $0.1008, orders 1 🔴 $-464

+ SHORT TRX $4.6k (13,999.64 TRX) @ 4.0x, net $1.1k, margin $1.2k, entry $0.3271, mark $0.3278, liq $0.4057, orders 1 🔴 $-9

+ SHORT MEGA $2.6k (59,964.09 MEGA) @ 10.7x, net $526, margin $241, entry $0.0429, mark $0.0382, liq $0.0465, orders 1 🟢 $285

+ SHORT ASTER $2.5k (4,000.54 ASTER) @ 4.1x, net $699, margin $611, entry $0.6269, mark $0.6046, liq $0.7728, orders 1 🟢 $89

+ • Aave (ARB): $60.0k collat | $38.2k debt | HF 1.23

+ Supply: 60,005 USDC

+ • HL positions ($3.01M open, acct $300.5k, spot $3.01M):

+ SHORT HYPE $3.00M (57,189.59 HYPE) @ 10.0x 🟢 $266.5k

REMOVED raw Cody lines

- • CD2: Aave V3 $2.80M (Plasma $2.80M, BSC $4); Lighter $344.3k account; Hyperliquid $119.7k open notional (acct $13.1k, spot $62.8k); Ethena $4.4k (ETH $4.4k); USD.AI $1.1k (ARB $1.1k)

- • 3-3: Aave V3 $7.34M (ETH $6.64M, ARB $705.8k); Hyperliquid $5.89M open notional (acct $593.7k, spot $1.43M); Lighter $760.8k open notional (acct $197.7k)

- • 1-3: Aave V3 $4.41M (ETH $4.41M)

- • fab3: Hyperliquid $6.14M open notional (acct $1.38M, spot $1.48M); GMX $15.1k (ARB $13.9k, Avax $1.2k); Polymarket $10.0k (Polygon $10.0k)

- • fab1: Kinetiq $2.44M (HyperEVM $2.44M); Lighter $373.2k open notional (acct $380.9k); HyperLend $273.6k (HyperEVM $273.6k); Hyperliquid $12.9k spot/assets; KittenSwap $2.3k (HyperEVM $2.3k)

- • 9cc: Aave V3 $200.0k (Plasma $200.0k); GMX $2.8k (ARB $2.8k)

- • 96e4: Hyperliquid $2.82M open notional (acct $319.6k); GMX $36.6k open notional

- • Stephen: Euler $84.9k (Plasma $84.9k); Uniswap V3 $14.5k (robinhood $14.5k)

- • 8d8b: Pendle $7.77M (ETH $7.77M); Morpho Blue $2.91M (ETH $2.91M); GMX $1.51M open notional; Fluid $140.3k (ARB $140.3k); Aave V3 $60.0k (ARB $60.0k)

- • Monetrix: Hyperliquid $2.59M spot/assets (acct $337.7k)

- • GMX: ⬅️ $209.2k in, ➡️ $0 out (10 txs, ARB)

- • HL positions ($119.7k open, acct $13.1k, spot $62.8k):

- LONG HYPE $51.6k (1,000.00 HYPE) @ 10.0x 🔴 $-1.9k

- SHORT ETH $3.06M (1,640.00 ETH) @ 25.0x 🟢 $55.3k

- SHORT AAVE $2.83M (31,000.00 AAVE) @ 10.0x 🔴 $-116.0k

- SHORT ETH $578.5k (310.00 ETH) entry $1583, mark $1866, liq $2439 🔴 $-87.8k [acct 294149]

- SHORT AAVE $182.3k (2,000.00 AAVE) entry $98.32, mark $91.15, liq $175.96 🟢 $14.3k [acct 294149]

- Supply: 1,951.01 WETH, 33,000.00 AAVE

- Borrow: 294,420 USDC, 1,579,088 USDT, 1,764,866 GHO

- Supply: 1 DAI, 346.46 WETH, 59,731 USDC

- Supply: 25.0043 WBTC, 45.0003 cbBTC

- Borrow: 1,929,845 USDT, 503,915 GHO

- LONG SOL $168.0k (2,536.99 SOL) @ 8.6x, net $36.3k, margin $21.0k, entry $66.22, mark $72.86, liq $58.91 🟢 $16.9k

- SHORT XPL $153.1k (996,582.29 XPL) @ 58.4x, net $79.7k, margin $6.1k, entry $0.1537, mark $0.0764, liq $0.1547 🟢 $77.0k

- 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 $22.1k, margin $11.5k, entry $69.22, mark $51.59, liq $87.51 🟢 $10.6k

- SHORT xyz:BRENTOIL $5.94M (66,001.02 xyz:BRENTOIL) @ 7.0x 🟢 $66.0k

- SHORT xyz:NBIS $204.7k (1,100.00 xyz:NBIS) @ 3.0x 🟢 $57.1k

- SHORT HYPE $373.2k (7,230.08 HYPE) entry $61.30, mark $51.61, liq $101.26 🟢 $70.1k [acct 129770]

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

- • HL positions ($2.82M open, acct $319.6k):

- SHORT BTC $1.89M (30.0000 BTC) @ 40.0x 🔴 $-18.6k

- SHORT ETH $933.1k (500.00 ETH) @ 25.0x 🔴 $-29.8k

- SHORT GOLD $36.6k (9.00 GOLD) @ 20.0x, net $1.9k, margin $1.8k, entry $4065, mark $4056, liq $4233 🟢 $85

- • GMX: ⬅️ $70.7k in, ➡️ $120.9k out (34 txs, ARB)

- • GMX positions ($1.51M):

- SHORT BTC $378.0k (6.0000 BTC) @ 10.0x, net $38.0k, margin $37.8k, entry $62998, mark $62968, liq $69606 🟢 $178

- SHORT TAO $169.1k (842.98 TAO) @ 4.9x, net $37.8k, margin $34.5k, entry $200.63, mark $196.67, liq $239.42, orders 1 🟢 $3.3k

- SHORT HYPE $157.1k (3,000.25 HYPE) @ 5.0x, net $33.8k, margin $31.4k, entry $52.38, mark $51.59, liq $62.30, orders 1 🟢 $2.4k

- SHORT DOT $140.2k (182,005.68 DOT) @ 4.3x, net $34.2k, margin $32.9k, entry $0.7705, mark $0.7632, liq $0.9430, orders 1 🟢 $1.3k

- LONG XPL $76.0k (860,136.95 XPL) @ 2.8x, net $16.7k, margin $27.1k, entry $0.0884, mark $0.0764, liq $0.0579, orders 1 🔴 $-10.3k

- SHORT RENDER $69.4k (49,994.04 RENDER) @ 4.3x, net $16.4k, margin $16.3k, entry $1.39, mark $1.39, liq $1.70, orders 1 🟢 $131

- SHORT SOL $62.3k (800.00 SOL) @ 8.9x, net $11.0k, margin $7.0k, entry $77.86, mark $72.86, liq $86.15, orders 1 🟢 $4.0k

- SHORT ICP $62.2k (29,998.47 ICP) @ 4.1x, net $15.3k, margin $15.2k, entry $2.07, mark $2.07, liq $2.56, orders 1 🟢 $147

- SHORT UNI $43.0k (9,999.02 UNI) @ 4.7x, net $10.9k, margin $9.2k, entry $4.31, mark $4.13, liq $5.18, orders 2 🟢 $1.7k

- SHORT ZRO $34.1k (45,022.71 ZRO) @ 3.5x, net $9.8k, margin $9.7k, entry $0.7568, mark $0.7547, liq $0.9646, orders 1 🟢 $91

- SHORT AR $33.3k (16,398.87 AR) @ 17.6x, net $6.7k, margin $1.9k, entry $2.03, mark $1.74, liq $2.12, orders 1 🟢 $4.9k

- LONG ZEC $32.3k (70.00 ZEC) @ 3.9x, net $8.3k, margin $8.3k, entry $461.51, mark $462.26, liq $346.02, orders 1 🟢 $52

- SHORT PENDLE $32.1k (20,595.44 PENDLE) @ 6.4x, net $7.7k, margin $5.0k, entry $1.56, mark $1.43, liq $1.79, orders 1 🟢 $2.7k

- SHORT XRP $31.9k (29,393.89 XRP) @ 5.1x, net $6.9k, margin $6.2k, entry $1.08, mark $1.06, liq $1.29, orders 1 🟢 $653

- SHORT SUI $24.0k (30,000.00 SUI) @ 13.1x, net $5.4k, margin $1.8k, entry $0.8015, mark $0.6842, liq $0.8544, orders 1 🟢 $3.5k

- SHORT LIT $21.7k (10,000.66 LIT) @ 3.4x, net $7.5k, margin $6.3k, entry $2.17, mark $2.05, liq $2.78, orders 1 🟢 $1.2k

- SHORT ONDO $19.9k (50,003.47 ONDO) @ 3.1x, net $7.0k, margin $6.4k, entry $0.3981, mark $0.3872, liq $0.5225, orders 1 🟢 $544

- SHORT SOL $18.7k (240.04 SOL) @ 8.5x, net $3.5k, margin $2.2k, entry $78.06, mark $72.86, liq $86.81, orders 1 🟢 $1.2k

- SHORT ARB $15.4k (199,967.79 ARB) @ 4.1x, net $3.6k, margin $3.8k, entry $0.0772, mark $0.0779, liq $0.0954, orders 1 🔴 $-149

- SHORT CVX $13.6k (9,992.76 CVX) @ 4.1x, net $4.2k, margin $3.3k, entry $1.36, mark $1.27, liq $1.68, orders 1 🟢 $887

- SHORT CC $9.6k (79,980.49 CC) @ 4.1x, net $2.5k, margin $2.3k, entry $0.1199, mark $0.1174, liq $0.1478, orders 1 🟢 $196

- SHORT LTC $9.1k (189.94 LTC) @ 5.6x, net $2.3k, margin $1.6k, entry $48.00, mark $44.40, liq $56.27, orders 1 🟢 $683

- SHORT DASH $7.0k (200.01 DASH) @ 11.4x, net $1.3k, margin $609, entry $34.83, mark $31.39, liq $37.50, orders 1 🟢 $687

- SHORT ENA $7.0k (85,033.02 ENA) @ 4.1x, net $1.8k, margin $1.7k, entry $0.0818, mark $0.0805, liq $0.1009, orders 1 🟢 $113

- SHORT JUP $6.5k (33,399.53 JUP) @ 4.1x, net $1.6k, margin $1.6k, entry $0.1932, mark $0.1929, liq $0.2383, orders 1 🟢 $9

- SHORT SEI $5.7k (135,002.73 SEI) @ 4.1x, net $1.5k, margin $1.4k, entry $0.0421, mark $0.0415, liq $0.0519, orders 1 🟢 $77

- SHORT TRX $4.6k (13,999.64 TRX) @ 4.0x, net $1.2k, margin $1.2k, entry $0.3271, mark $0.3267, liq $0.4057, orders 1 🟢 $6

- SHORT MEGA $2.6k (59,964.09 MEGA) @ 10.7x, net $505, margin $241, entry $0.0429, mark $0.0385, liq $0.0465, orders 1 🟢 $264

- SHORT ASTER $2.5k (4,000.54 ASTER) @ 4.1x, net $724, margin $611, entry $0.6269, mark $0.5984, liq $0.7728, orders 1 🟢 $114

- • Aave (ARB): $60.0k collat | $37.9k debt | HF 1.23

- Supply: 60,001 USDC

- • HL positions ($1.94M open, acct $337.7k, spot $2.59M):

- SHORT HYPE $1.93M (37,373.67 HYPE) @ 10.0x 🟢 $301.4k

Source / Artifact Note

- Cody status: YELLOW. Direct-source collection succeeded; current-position body remains PARTIAL for accepted source-detail gaps.

- Damon status: paused by user; not checked; no pass-through used.

- Public/private guard: report is limited to third-party tracked-wallet facts; secrets and full wallet addresses are not included.

Post-Run Learning

- Result: WARN

- Issues encountered: accepted GMX/Aave and Zerion-only body-detail gaps; the first comparison draft misread 1-3's missing Aave body as closures, caught before render and corrected.

- Root cause guess: the comparison helper did not initially distinguish a PARTIAL Aave body from a genuinely absent Aave position.

- Proposed improvement: none to automation config; a run-local missing-body guard now suppresses false closure classification, and the lesson is recorded in memory.

- Tier: A

- Applied now: yes, memory-only run learning.

- Proposal path: n/a

- Evidence path: C:\PJ\temp\wallet-spy-review\260802\wallet-spy-review-1352.raw.md

- Validation: required headings, 1-3 false-closure suppression, 8d8b GMX body, Theme 2C marker, and public readback to be checked after render.