{"seq":80,"kind":"thesis","session_id":"246e2a052fa84eca8e94c89d","payload_json":"{\"at\":1789909415084,\"session\":\"246e2a052fa84eca8e94c89d\",\"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\":0.03,\"view\":\"range\"},\"text_chars\":34,\"thesis_sha256\":\"19322484d3235b23abe074af5e5b3c5c89d8a144233edda2f0748382166d4c53\",\"ticket\":{\"legs\":[{\"coin\":\"ETH/USDC\",\"kind\":\"lp\",\"note\":\"Concentrated band 2,385-2,778 (15.2% 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 2,582 it mints 48.1% 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, 93.32% 30-day mean total APY (fees and rewards), $253k TVL on ramses-cl-v2 (DefiLlama, today).\",\"notionalUsd\":500,\"range\":{\"high\":2778.06,\"low\":2385.14},\"side\":\"deposit\"},{\"coin\":\"ETH\",\"entry\":{\"px\":2573.9,\"type\":\"market\"},\"hedgeOf\":0,\"kind\":\"perp\",\"leverage\":2,\"marginMode\":\"cross\",\"note\":\"Hedge: at 2,582 this band holds 48.1% 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 +/-3.8%.\",\"notionalUsd\":240.4,\"qty\":0.0934,\"side\":\"short\"}],\"riskUsd\":620.2,\"template\":\"range_lp_hedged\"},\"ticket_sha256\":\"31bee7f1e462aefef90b8d6ab618f66628f444b5bf8c21000603a6e4d5b9558f\",\"v\":1,\"wallet_bound\":false}","hash":"ed9690ab5f6e65ead08331ae7e9233848a12401840367f1bc48d9fe470d36d58","prev_hash":"9cb0e4693fb900a20ecf74249c9f35e62ae5c29fea7f5789659af2a12ee4a8ea","sig":"f6cc68f0f9c2cf912c0e59e36299a79dcdd7e9d524ad3f7e3057fc3b09e9f7625ffb33caf566af179be5c823b2975ef2eef7934f00e7fe931ecc1b8bedf5fa01","pubkey":"f25f03fbc22533bc1b707bdcd9a452968c8724afa039cebd6d485dc741f63975","created_ms":1789909415084,"payload":{"at":1789909415084,"session":"246e2a052fa84eca8e94c89d","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":0.03,"view":"range"},"text_chars":34,"thesis_sha256":"19322484d3235b23abe074af5e5b3c5c89d8a144233edda2f0748382166d4c53","ticket":{"legs":[{"coin":"ETH/USDC","kind":"lp","note":"Concentrated band 2,385-2,778 (15.2% 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 2,582 it mints 48.1% 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, 93.32% 30-day mean total APY (fees and rewards), $253k TVL on ramses-cl-v2 (DefiLlama, today).","notionalUsd":500,"range":{"high":2778.06,"low":2385.14},"side":"deposit"},{"coin":"ETH","entry":{"px":2573.9,"type":"market"},"hedgeOf":0,"kind":"perp","leverage":2,"marginMode":"cross","note":"Hedge: at 2,582 this band holds 48.1% 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 +/-3.8%.","notionalUsd":240.4,"qty":0.0934,"side":"short"}],"riskUsd":620.2,"template":"range_lp_hedged"},"ticket_sha256":"31bee7f1e462aefef90b8d6ab618f66628f444b5bf8c21000603a6e4d5b9558f","v":1,"wallet_bound":false}}