{"seq":134,"kind":"thesis","session_id":"0d1767c5528e4782b2185c0d","payload_json":"{\"at\":1789973841390,\"session\":\"0d1767c5528e4782b2185c0d\",\"t\":\"thesis\",\"target\":{\"asset\":\"ETH\",\"constraints\":{\"defined_risk\":false,\"delta_neutral\":true,\"hands_off\":false,\"keep_dry_powder\":false,\"no_cex\":false,\"no_sell_holdings\":false},\"horizon\":\"months\",\"injection\":0.03,\"view\":\"range\"},\"text_chars\":36,\"thesis_sha256\":\"a8b153cfce0e04c55924c7b9fb361cebf6efb6cac69917088516a64da5b304b6\",\"ticket\":{\"legs\":[{\"coin\":\"ETH/USDC\",\"kind\":\"lp\",\"note\":\"Concentrated band 2,129-3,201 (40.2% wide), from 4x the daily ATR (the 14-bar 1h ATR scaled by sqrt(24), because this prototype only fetches 1h candles) over a months horizon. At 2,665 it mints 45.2% ETH and the rest USDC. Divergence-loss figures use the concentrated-range value function for this exact band (Uniswap-v3 geometry), not the full-range constant-product formula. fee APR 0.00% today, 90.05% 30-day mean total APY (fees and rewards), $266k TVL on ramses-cl-v2 (DefiLlama, today).\",\"notionalUsd\":500,\"range\":{\"high\":3200.57,\"low\":2128.83},\"side\":\"deposit\"},{\"coin\":\"ETH\",\"entry\":{\"px\":2656.7,\"type\":\"market\"},\"hedgeOf\":0,\"kind\":\"perp\",\"leverage\":2,\"marginMode\":\"cross\",\"note\":\"Hedge: at 2,665 this band holds 45.2% of its value in ETH, so the short is that share of the LP notional, not a flat half. No stop - it is a hedge. The share moves with price: rebalance when price moves +/-10.1%.\",\"notionalUsd\":225.82,\"qty\":0.085,\"side\":\"short\"}],\"riskUsd\":612.91,\"template\":\"range_lp_hedged\"},\"ticket_sha256\":\"4453bb4fcc2bedff3b024c24268b45ca87283612542c668d686e5fcf671b1871\",\"v\":1,\"wallet_bound\":false}","hash":"c06c92b7b74caf2ad5e6228e1399edba863d958a62ac0ba6bbeac27d3a99c68b","prev_hash":"2cd8dc256c6314f1e60131a1bc607b5bc4c352996e41f54f09e4eedb6886f827","sig":"e406bd80ad81b074183bc578f6a9cca2d59664e86ae6ab2d123b319fc7e9101a15b940d0260da3d5aca4cfc2eac930af85088c690b85e96149183a759d34a109","pubkey":"f25f03fbc22533bc1b707bdcd9a452968c8724afa039cebd6d485dc741f63975","created_ms":1789973841390,"payload":{"at":1789973841390,"session":"0d1767c5528e4782b2185c0d","t":"thesis","target":{"asset":"ETH","constraints":{"defined_risk":false,"delta_neutral":true,"hands_off":false,"keep_dry_powder":false,"no_cex":false,"no_sell_holdings":false},"horizon":"months","injection":0.03,"view":"range"},"text_chars":36,"thesis_sha256":"a8b153cfce0e04c55924c7b9fb361cebf6efb6cac69917088516a64da5b304b6","ticket":{"legs":[{"coin":"ETH/USDC","kind":"lp","note":"Concentrated band 2,129-3,201 (40.2% wide), from 4x the daily ATR (the 14-bar 1h ATR scaled by sqrt(24), because this prototype only fetches 1h candles) over a months horizon. At 2,665 it mints 45.2% ETH and the rest USDC. Divergence-loss figures use the concentrated-range value function for this exact band (Uniswap-v3 geometry), not the full-range constant-product formula. fee APR 0.00% today, 90.05% 30-day mean total APY (fees and rewards), $266k TVL on ramses-cl-v2 (DefiLlama, today).","notionalUsd":500,"range":{"high":3200.57,"low":2128.83},"side":"deposit"},{"coin":"ETH","entry":{"px":2656.7,"type":"market"},"hedgeOf":0,"kind":"perp","leverage":2,"marginMode":"cross","note":"Hedge: at 2,665 this band holds 45.2% of its value in ETH, so the short is that share of the LP notional, not a flat half. No stop - it is a hedge. The share moves with price: rebalance when price moves +/-10.1%.","notionalUsd":225.82,"qty":0.085,"side":"short"}],"riskUsd":612.91,"template":"range_lp_hedged"},"ticket_sha256":"4453bb4fcc2bedff3b024c24268b45ca87283612542c668d686e5fcf671b1871","v":1,"wallet_bound":false}}