{"seq":4,"kind":"thesis","session_id":"cbff3fad6a3f491b960616ea","payload_json":"{\"at\":1789857347417,\"session\":\"cbff3fad6a3f491b960616ea\",\"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\":\"weeks\",\"injection\":0.02,\"view\":\"range\"},\"text_chars\":48,\"thesis_sha256\":\"b83eab7f9ec3431419ff881d7f111b0b89a485e53646648af3accd9e4fee947e\",\"ticket\":{\"legs\":[{\"coin\":\"ETH/USDC\",\"kind\":\"lp\",\"note\":\"Concentrated band 2,442-2,807 (13.9% wide), from 2.5x the daily ATR (the 14-bar 1h ATR scaled by sqrt(24), because this prototype only fetches 1h candles) over a weeks horizon. At 2,624 it mints 48.3% 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, 95.20% 30-day mean total APY (fees and rewards), $256k TVL on ramses-cl-v2 (DefiLlama, today).\",\"notionalUsd\":500,\"range\":{\"high\":2806.53,\"low\":2442.27},\"side\":\"deposit\"},{\"coin\":\"ETH\",\"entry\":{\"px\":2616.5,\"type\":\"market\"},\"hedgeOf\":0,\"kind\":\"perp\",\"leverage\":2,\"marginMode\":\"cross\",\"note\":\"Hedge: at 2,624 this band holds 48.3% 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 +/-3.5%.\",\"notionalUsd\":241.24,\"qty\":0.0922,\"side\":\"short\"}],\"riskUsd\":620.62,\"template\":\"range_lp_hedged\"},\"ticket_sha256\":\"fdb5771fbdf23ae6a9e03627fd267cd5c82ef2710fd6c48cc3c831c901604a44\",\"v\":1,\"wallet_bound\":false}","hash":"987159d745be5125f9069515469a6f3beab9f3e41ff534adf8c413528b6a2c17","prev_hash":"00da6c2431b59b878371e8c798ee84a5f40440a5e553c87359873b2de739202b","sig":"73840cf6a19bc673ff64851fe1f1a954b14c0be13cf154648e4620e220d680101fd73f2434ce9fa4d11dcdc464416c3904ce96a6cfb69a3a8a58c71ec7e6dd0e","pubkey":"f25f03fbc22533bc1b707bdcd9a452968c8724afa039cebd6d485dc741f63975","created_ms":1789857347417,"payload":{"at":1789857347417,"session":"cbff3fad6a3f491b960616ea","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":"weeks","injection":0.02,"view":"range"},"text_chars":48,"thesis_sha256":"b83eab7f9ec3431419ff881d7f111b0b89a485e53646648af3accd9e4fee947e","ticket":{"legs":[{"coin":"ETH/USDC","kind":"lp","note":"Concentrated band 2,442-2,807 (13.9% wide), from 2.5x the daily ATR (the 14-bar 1h ATR scaled by sqrt(24), because this prototype only fetches 1h candles) over a weeks horizon. At 2,624 it mints 48.3% 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, 95.20% 30-day mean total APY (fees and rewards), $256k TVL on ramses-cl-v2 (DefiLlama, today).","notionalUsd":500,"range":{"high":2806.53,"low":2442.27},"side":"deposit"},{"coin":"ETH","entry":{"px":2616.5,"type":"market"},"hedgeOf":0,"kind":"perp","leverage":2,"marginMode":"cross","note":"Hedge: at 2,624 this band holds 48.3% 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 +/-3.5%.","notionalUsd":241.24,"qty":0.0922,"side":"short"}],"riskUsd":620.62,"template":"range_lp_hedged"},"ticket_sha256":"fdb5771fbdf23ae6a9e03627fd267cd5c82ef2710fd6c48cc3c831c901604a44","v":1,"wallet_bound":false}}