npm - polly-gamba - Versions diffs - 1.0.38 → 1.0.40 - Mend

polly-gamba 1.0.38 → 1.0.40

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.

Files changed (4) hide show

package/dist/claude-trader.js CHANGED Viewed

@@ -211,6 +211,7 @@ ${m.description ? `- Description: ${m.description.slice(0, 200)}` : ''}`).join('
 - MAX 2 open positions per underlying theme. If you already have 2+ open positions in the same theme, SKIP all new markets in that theme regardless of apparent edge.
 - Correlation examples: "Will Jesus return before GTA VI", "Will BTC hit $1M before GTA VI", "Will China invade Taiwan before GTA VI" — all three resolve based on GTA VI's release date. They are the SAME theme.
 - Similarly: "Will Orbán be PM" and "Will Magyar be PM" are both the Hungary 2026 election — treat as same theme (you may hold both as a hedge pair, but do not add a third Hungary position).
+- IMPORTANT: All 2028 US election markets share one theme — "2028 US election". This includes: Dem primary nominees (Newsom, Harris, etc.), Rep primary nominees (Vance, Rubio, etc.), and the general election winner. Do NOT hold more than 2 positions across this entire cycle.
 - If you're uncertain whether a market correlates to an existing theme, assume it does and skip.
 ## CLOSED MARKET DISCIPLINE (absolute rule — never override):
@@ -225,8 +226,8 @@ ${m.description ? `- Description: ${m.description.slice(0, 200)}` : ''}`).join('
 - Anchor fair value on base rates and world knowledge first; use sportsbooks to adjust by ±5pp only. If you cannot defend the estimate without the sportsbook line, the edge is too speculative.
 - Exception: if both Polymarket AND sportsbooks agree with your base-rate analysis, the convergence strengthens the thesis.
-STEP 1: Call get_positions to see your current open positions AND closed_markets — required before evaluating any market.
-STEP 2: For each market, apply horizon discipline, concentration discipline, AND closed market discipline (using the data from step 1).
+STEP 1: Call get_positions. Then output a THEME CONCENTRATION TABLE — list every theme with ≥1 open position, showing count/max (e.g. "2028 US election: 3/2 FULL", "GTA VI: 2/2 FULL", "Hungary 2026 election: 1/2"). Any theme showing FULL must be skipped entirely. You MUST output this table before evaluating any market.
+STEP 2: For each market, check your theme concentration table first. If the market's theme is FULL, skip it immediately. Otherwise apply horizon discipline, closed market discipline, and edge check.
 STEP 3: If price differs from your fair probability by the required edge (accounting for sportsbook haircut if applicable), place a trade ($10 USDC). Call skip_all only if you have zero opinion on all markets.`;
         const msg = JSON.stringify({
             type: 'user',
@@ -298,7 +299,12 @@ For EVERY market above: if price differs from fair probability by >8%, place a t
         }).join('\n\n');
         const prompt = `## Position Review — ${new Date().toISOString()}
-Review each open position. For each position: check whether the exit trigger condition has been met AND use your world knowledge (recent news, current standings, sportsbook odds) to assess whether the original thesis still holds.
+## STEP 0 — CONCENTRATION AUDIT (do this BEFORE reviewing individual positions):
+Call get_positions to get the FULL list of all open positions. Count positions by underlying theme (see Rule 8 definition below). If ANY theme has 3+ open positions, immediately close the excess ones (starting with the one whose current price is closest to 50/50) until the theme has ≤2 positions. Do NOT wait — close them now before proceeding. If you have 4 positions in a theme, you must close 2.
+## Review Candidates (${positionLines.split('###').length - 1} positions that moved >5% or expire within 72h):
+Review each candidate below. For each: check whether the exit trigger has been met AND use world knowledge to assess thesis.
 ${positionLines}
@@ -310,7 +316,7 @@ CLOSE RULES — apply ALL that match, no thesis override allowed:
 5. You have 2+ open positions in the SAME market with the SAME outcome — close the NEWER entry (higher ts value) regardless of P&L. Duplicate same-outcome positions double exposure without incremental edge. Keep the original entry.
 6. Position is UP >25% from entry AND has been held >48h — CLOSE to lock in profits. The market has moved significantly in your favor; gains are now vulnerable to reversion. Use take_profit reason. Exception: if the resolution event is within 7 days AND the position is still clearly on the right side, you may hold until resolution.
 7. STALE POSITION: Position held >7 days AND price has moved <5% from entry AND resolution event is >30 days away — CLOSE to redeploy capital. A position that doesn't move over 7 days means the mispricing wasn't as large as estimated. Cut it, accept the small loss/gain, and redeploy to markets with active price movement.
-8. CONCENTRATION VIOLATION: Count open positions by underlying theme (the single real-world event that resolves all of them). Examples: "Will Jesus return before GTA VI", "Will BTC hit $1M before GTA VI", "Will China invade Taiwan before GTA VI" all share the theme "GTA VI release date". Similarly "Will Spurs win NBA Finals", "Will OKC win NBA Finals", "Will Celtics win NBA Finals" all share the theme "2026 NBA Finals". If you have 3+ positions in the same theme, close the one with the smallest current edge (current price closest to 50/50 or furthest from your target) to reduce to 2 positions. Apply this BEFORE checking other rules.
+8. CONCENTRATION VIOLATION: Count open positions by underlying theme (the single real-world event that resolves all of them). Examples: "Will Jesus return before GTA VI", "Will BTC hit $1M before GTA VI", "Will China invade Taiwan before GTA VI" all share the theme "GTA VI release date". Similarly "Will Spurs win NBA Finals", "Will OKC win NBA Finals", "Will Celtics win NBA Finals" all share the theme "2026 NBA Finals". IMPORTANT: All positions tied to the 2028 US election cycle share one theme — "2028 US election". This includes: 2028 Dem primary nominees (Newsom, etc.), 2028 Rep primary nominees (Vance, Rubio, etc.), and the 2028 general election winner — regardless of which stage of the race resolves each market. If you have 3+ positions in the same theme: close positions one by one (starting with the one whose current price is closest to 50/50) until you have ≤2 in that theme. If you have 4, you must close 2. If you have 5, close 3. Do NOT stop after closing just one if the theme still has 3+ positions. Apply this BEFORE checking other rules. This check requires the FULL position list — which is why Step 0 mandates calling get_positions first.
 9. SPORTSBOOK THESIS DECAY: If the original reasoning cited a sportsbook cross-reference (e.g. "sportsbooks imply X%, Polymarket shows Y%") AND the position is currently down >20%: estimate current sportsbook consensus from your world knowledge. If the original sportsbook-Polymarket gap has narrowed by >60% (e.g. original 15pp gap is now ≤6pp), the arbitrage thesis is exhausted — CLOSE with reason "thesis_decayed". Do not continue holding through hard stops when the original edge is structurally gone.
 HOLD RULES: If NONE of the close rules apply and exit trigger NOT triggered, do nothing (no output needed).

package/package.json CHANGED Viewed

@@ -1,6 +1,6 @@
 {
   "name": "polly-gamba",
-  "version": "1.0.38",
+  "version": "1.0.40",
   "description": "Coinbase price signal → Claude brain → Polymarket CLOB execution",
   "main": "dist/index.js",
   "bin": {

package/service.log CHANGED Viewed

@@ -3014,3 +3014,950 @@ npm warn deprecated prebuild-install@7.1.3: No longer maintained. Please contact
 [claude-trader:ollama] ready
 [claude-trader:expiring] ready
 [position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558934 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540819 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 568629 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559652 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558936 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553866 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540844 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553862 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 562828 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566188 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559651 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=3 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 495 markets (filtered from 500)
+[scan] 15 high-quality markets for autonomous review
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.2h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 495 markets (filtered from 500)
+[scan] 15 high-quality markets for autonomous review
+[gamma] Loaded 495 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 495 markets (filtered from 500)
+[scan] 15 high-quality markets for autonomous review
+[gamma] Loaded 495 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 495 markets (filtered from 500)
+[scan] 15 high-quality markets for autonomous review
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 495 markets (filtered from 500)
+[scan] 15 high-quality markets for autonomous review
+[gamma] Loaded 495 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] failed to fetch markets: fetch failed
+[scan] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558934 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540819 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 568629 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553866 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567689 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 495 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.5h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 495 markets (filtered from 500)
+[scan] 17 high-quality markets for autonomous review
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 559652 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553866 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559651 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567621 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561974 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 566140 NO — missing 1.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 1.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 1.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 559651 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] failed to fetch markets: fetch failed
+[scan] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558934 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — missing 1.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 1.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 1.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 559652 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558936 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553866 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566188 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559651 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 561230 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561975 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561974 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567561 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=3 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 559652 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558936 YES — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 553866 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567689 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566188 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 559651 NO — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567621 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 560317 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561975 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 561974 YES — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567687 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=4 hard_stops=0 (moved>5% or <72h expiry)
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 496 markets (filtered from 500)
+[scan] 18 high-quality markets for autonomous review
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 496 markets (filtered from 500)
+[scan] 18 high-quality markets for autonomous review
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[polly-gamba] Starting paper trading service
+[polly-gamba] Claude cwd: /Users/feral/polly-gamba
+[polly-gamba] Expiring trader cwd: /Users/feral/polly-gamba-expiring
+[coinbase-ws] Connecting to wss://ws-feed.exchange.coinbase.com
+[polly-gamba] Listening for BTC/ETH price signals (threshold: 0.5% in 60s)...
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 496 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[gamma] Loaded 496 markets (filtered from 500)
+[scan] 18 high-quality markets for autonomous review
+[coinbase-ws] Connected
+[claude-trader:anthropic] ready
+[claude-trader:ollama] ready
+[claude-trader:expiring] ready
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] failed to fetch markets: fetch failed
+[scan] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558934 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540819 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 568629 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559652 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561974 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 494 markets (filtered from 500)
+[scan] 18 high-quality markets for autonomous review
+[gamma] Loaded 494 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558934 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540819 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 559651 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 495 markets (filtered from 500)
+[scan] 18 high-quality markets for autonomous review
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 553866 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.6h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566188 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559651 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 560317 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561230 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561975 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561974 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 568629 YES — missing 1.0h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558934 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540819 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 568629 YES — missing 1.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 559652 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558936 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553866 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=4 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 494 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[signal] BTC down -0.50% @ $68,410 over 59s
+[signal] BTC down 0.50% @ $68,410
+[match] 1 markets for BTC signal
+[signal] ETH down -0.62% @ $2,090.11 over 60s
+[signal] ETH down 0.62% @ $2,090.11
+[match] 20 markets for ETH signal
+[signal] ETH up 0.50% @ $2,100.59 over 47s
+[signal] ETH up 0.50% @ $2,100.59
+[match] 20 markets for ETH signal
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 495 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[position-monitor] WARNING: no price data for 553830 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 1.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 553866 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567560 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567687 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 562187 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=3 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 559652 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558936 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553866 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540844 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553862 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 562828 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566188 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559651 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567621 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 560317 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561230 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561975 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561974 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567561 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567687 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 562187 YES — missing 0.3h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=2 hard_stops=0 (moved>5% or <72h expiry)
+[scan] failed to fetch markets: terminated
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[position-monitor] WARNING: no price data for 553830 NO — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540819 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 568629 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553866 NO — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 562828 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567561 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567560 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567687 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 562187 YES — missing 0.5h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=2 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 495 markets (filtered from 500)
+[scan] 18 high-quality markets for autonomous review
+[gamma] Loaded 495 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 558934 YES — missing 1.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 559652 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558936 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553866 NO — missing 1.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — missing 1.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540844 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553862 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 562828 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566188 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559651 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561974 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=3 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 494 markets (filtered from 500)
+[scan] 18 high-quality markets for autonomous review
+[signal] ETH up 0.50% @ $2,117.58 over 39s
+[signal] ETH up 0.50% @ $2,117.58
+[match] 20 markets for ETH signal
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.4h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.4h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — missing 1.2h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 495 markets (filtered from 500)
+[scan] 18 high-quality markets for autonomous review
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558934 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.7h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.7h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 553866 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — missing 1.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566188 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559651 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561975 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.9h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.9h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 495 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.5h (closes after 24h continuous)
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[position-monitor] WARNING: no price data for 566140 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 1.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 1.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558936 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553866 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 494 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 1.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 1.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 559652 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558936 YES — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 553866 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567689 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 559651 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567621 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 560317 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[signal] ETH up 0.50% @ $2,119.9 over 57s
+[signal] ETH up 0.50% @ $2,119.9
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 485 markets (filtered from 500)
+[match] 20 markets for ETH signal
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[position-monitor] WARNING: no price data for 558934 YES — missing 1.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 1.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 1.7h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 1.7h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 559652 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558936 YES — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 553866 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567689 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 495 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — missing 1.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 2.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 2.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 553866 NO — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567689 NO — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 553862 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 562828 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566188 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559651 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567687 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=4 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 495 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[signal] ETH down -0.51% @ $2,099.41 over 43s
+[signal] ETH down 0.51% @ $2,099.41
+[match] 20 markets for ETH signal
+[position-monitor] WARNING: no price data for 553830 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558934 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — missing 1.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 2.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 2.2h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 494 markets (filtered from 500)
+[scan] 18 high-quality markets for autonomous review
+[gamma] Loaded 494 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 1.7h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 2.4h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 2.4h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 495 markets (filtered from 500)
+[scan] 18 high-quality markets for autonomous review
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[coinbase-ws] Disconnected — reconnecting in 5s
+[coinbase-ws] Connecting to wss://ws-feed.exchange.coinbase.com
+[coinbase-ws] Connected
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 2.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 2.7h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 2.7h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 472 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 2.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 3.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 3.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567621 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 560317 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561230 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561975 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561974 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 472 markets (filtered from 500)
+[scan] 17 high-quality markets for autonomous review
+[position-monitor] checked=24 review_candidates=7 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] failed to fetch markets: fetch failed
+[gamma] Loaded 472 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558934 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540819 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 568629 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558936 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553866 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 472 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[gamma] Loaded 472 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[position-monitor] WARNING: no price data for 553830 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567621 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561974 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567561 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 562187 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 472 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558934 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540819 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 568629 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567621 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 560317 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561230 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561975 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558936 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553866 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 559651 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 473 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567689 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540844 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553862 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 562828 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566188 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559651 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567621 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561975 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 562187 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=4 hard_stops=0 (moved>5% or <72h expiry)
+[position-monitor] checked=24 review_candidates=7 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 479 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[gamma] Loaded 479 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558934 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540819 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 568629 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558936 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553866 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561230 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561975 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561974 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 562187 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=4 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 497 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[gamma] Loaded 497 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] failed to fetch markets: fetch failed
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567689 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 553862 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 562828 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566188 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559651 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567561 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567560 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567687 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 562187 YES — missing 0.3h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=1 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 497 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[position-monitor] WARNING: no price data for 558934 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567689 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 559651 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567560 YES — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 562187 YES — missing 0.5h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=4 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 497 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.7h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566188 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559651 NO — missing 0.4h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 561974 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 497 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558934 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540819 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.9h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 497 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[position-monitor] checked=24 review_candidates=7 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 497 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[position-monitor] WARNING: no price data for 568629 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559652 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553866 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559651 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561230 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561974 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 497 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[position-monitor] checked=24 review_candidates=7 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 497 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 558934 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540819 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 568629 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 497 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[coinbase-ws] Disconnected — reconnecting in 5s
+[coinbase-ws] Connecting to wss://ws-feed.exchange.coinbase.com
+[coinbase-ws] Connected
+[position-monitor] WARNING: no price data for 553830 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559651 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 561230 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567561 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=5 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 497 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[position-monitor] WARNING: no price data for 553830 NO — missing 0.6h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.6h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 0.6h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.6h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.6h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 559652 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 553866 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 553862 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566188 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559651 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 561974 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567561 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=4 hard_stops=0 (moved>5% or <72h expiry)
+[gamma] Loaded 497 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[gamma] Loaded 497 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 498 markets (filtered from 500)
+[scan] 16 high-quality markets for autonomous review
+[position-monitor] WARNING: no price data for 553830 NO — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558934 YES — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 0.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 553866 NO — missing 0.2h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566142 NO — missing 0.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 562828 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[position-monitor] WARNING: no price data for 553830 NO — missing 1.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 558934 YES — missing 1.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 566140 NO — missing 1.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 1.0h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 1.0h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 498 markets (filtered from 500)
+[scan] 17 high-quality markets for autonomous review
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[position-monitor] WARNING: no price data for 540819 NO — missing 1.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 1.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 567689 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540844 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567561 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 567560 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=4 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 498 markets (filtered from 500)
+[scan] 17 high-quality markets for autonomous review
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[position-monitor] WARNING: no price data for 558934 YES — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 540819 NO — missing 1.5h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 1.5h (closes after 24h continuous)
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 498 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle
+[position-monitor] WARNING: no price data for 553830 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 566140 NO — missing 0.3h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 540819 NO — missing 1.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 568629 YES — missing 1.8h (closes after 24h continuous)
+[position-monitor] WARNING: no price data for 553866 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] WARNING: no price data for 559651 NO — first miss recorded, watching (market may be resolved or delisted)
+[position-monitor] checked=24 review_candidates=6 hard_stops=0 (moved>5% or <72h expiry)
+[scan] fetching high-quality markets (vol24h>$50k, liq>$50k, price 0.10-0.90)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[scan] failed to fetch markets: fetch failed
+[expiring] fetching expiring markets (closing within 72h, vol24h>$10k, liq>$10k, price 0.05-0.95)
+[gamma] Fetching active markets from https://gamma-api.polymarket.com/markets?active=true&closed=false&limit=500
+[gamma] Loaded 498 markets (filtered from 500)
+[expiring] 0 expiring markets for review
+[expiring] no expiring markets found this cycle

package/src/claude-trader.ts CHANGED Viewed

@@ -239,6 +239,7 @@ ${m.description ? `- Description: ${m.description.slice(0, 200)}` : ''}`).join('
 - MAX 2 open positions per underlying theme. If you already have 2+ open positions in the same theme, SKIP all new markets in that theme regardless of apparent edge.
 - Correlation examples: "Will Jesus return before GTA VI", "Will BTC hit $1M before GTA VI", "Will China invade Taiwan before GTA VI" — all three resolve based on GTA VI's release date. They are the SAME theme.
 - Similarly: "Will Orbán be PM" and "Will Magyar be PM" are both the Hungary 2026 election — treat as same theme (you may hold both as a hedge pair, but do not add a third Hungary position).
+- IMPORTANT: All 2028 US election markets share one theme — "2028 US election". This includes: Dem primary nominees (Newsom, Harris, etc.), Rep primary nominees (Vance, Rubio, etc.), and the general election winner. Do NOT hold more than 2 positions across this entire cycle.
 - If you're uncertain whether a market correlates to an existing theme, assume it does and skip.
 ## CLOSED MARKET DISCIPLINE (absolute rule — never override):
@@ -253,8 +254,8 @@ ${m.description ? `- Description: ${m.description.slice(0, 200)}` : ''}`).join('
 - Anchor fair value on base rates and world knowledge first; use sportsbooks to adjust by ±5pp only. If you cannot defend the estimate without the sportsbook line, the edge is too speculative.
 - Exception: if both Polymarket AND sportsbooks agree with your base-rate analysis, the convergence strengthens the thesis.
-STEP 1: Call get_positions to see your current open positions AND closed_markets — required before evaluating any market.
-STEP 2: For each market, apply horizon discipline, concentration discipline, AND closed market discipline (using the data from step 1).
+STEP 1: Call get_positions. Then output a THEME CONCENTRATION TABLE — list every theme with ≥1 open position, showing count/max (e.g. "2028 US election: 3/2 FULL", "GTA VI: 2/2 FULL", "Hungary 2026 election: 1/2"). Any theme showing FULL must be skipped entirely. You MUST output this table before evaluating any market.
+STEP 2: For each market, check your theme concentration table first. If the market's theme is FULL, skip it immediately. Otherwise apply horizon discipline, closed market discipline, and edge check.
 STEP 3: If price differs from your fair probability by the required edge (accounting for sportsbook haircut if applicable), place a trade ($10 USDC). Call skip_all only if you have zero opinion on all markets.`
     const msg = JSON.stringify({
@@ -350,7 +351,12 @@ For EVERY market above: if price differs from fair probability by >8%, place a t
     const prompt = `## Position Review — ${new Date().toISOString()}
-Review each open position. For each position: check whether the exit trigger condition has been met AND use your world knowledge (recent news, current standings, sportsbook odds) to assess whether the original thesis still holds.
+## STEP 0 — CONCENTRATION AUDIT (do this BEFORE reviewing individual positions):
+Call get_positions to get the FULL list of all open positions. Count positions by underlying theme (see Rule 8 definition below). If ANY theme has 3+ open positions, immediately close the excess ones (starting with the one whose current price is closest to 50/50) until the theme has ≤2 positions. Do NOT wait — close them now before proceeding. If you have 4 positions in a theme, you must close 2.
+## Review Candidates (${positionLines.split('###').length - 1} positions that moved >5% or expire within 72h):
+Review each candidate below. For each: check whether the exit trigger has been met AND use world knowledge to assess thesis.
 ${positionLines}
@@ -362,7 +368,7 @@ CLOSE RULES — apply ALL that match, no thesis override allowed:
 5. You have 2+ open positions in the SAME market with the SAME outcome — close the NEWER entry (higher ts value) regardless of P&L. Duplicate same-outcome positions double exposure without incremental edge. Keep the original entry.
 6. Position is UP >25% from entry AND has been held >48h — CLOSE to lock in profits. The market has moved significantly in your favor; gains are now vulnerable to reversion. Use take_profit reason. Exception: if the resolution event is within 7 days AND the position is still clearly on the right side, you may hold until resolution.
 7. STALE POSITION: Position held >7 days AND price has moved <5% from entry AND resolution event is >30 days away — CLOSE to redeploy capital. A position that doesn't move over 7 days means the mispricing wasn't as large as estimated. Cut it, accept the small loss/gain, and redeploy to markets with active price movement.
-8. CONCENTRATION VIOLATION: Count open positions by underlying theme (the single real-world event that resolves all of them). Examples: "Will Jesus return before GTA VI", "Will BTC hit $1M before GTA VI", "Will China invade Taiwan before GTA VI" all share the theme "GTA VI release date". Similarly "Will Spurs win NBA Finals", "Will OKC win NBA Finals", "Will Celtics win NBA Finals" all share the theme "2026 NBA Finals". If you have 3+ positions in the same theme, close the one with the smallest current edge (current price closest to 50/50 or furthest from your target) to reduce to 2 positions. Apply this BEFORE checking other rules.
+8. CONCENTRATION VIOLATION: Count open positions by underlying theme (the single real-world event that resolves all of them). Examples: "Will Jesus return before GTA VI", "Will BTC hit $1M before GTA VI", "Will China invade Taiwan before GTA VI" all share the theme "GTA VI release date". Similarly "Will Spurs win NBA Finals", "Will OKC win NBA Finals", "Will Celtics win NBA Finals" all share the theme "2026 NBA Finals". IMPORTANT: All positions tied to the 2028 US election cycle share one theme — "2028 US election". This includes: 2028 Dem primary nominees (Newsom, etc.), 2028 Rep primary nominees (Vance, Rubio, etc.), and the 2028 general election winner — regardless of which stage of the race resolves each market. If you have 3+ positions in the same theme: close positions one by one (starting with the one whose current price is closest to 50/50) until you have ≤2 in that theme. If you have 4, you must close 2. If you have 5, close 3. Do NOT stop after closing just one if the theme still has 3+ positions. Apply this BEFORE checking other rules. This check requires the FULL position list — which is why Step 0 mandates calling get_positions first.
 9. SPORTSBOOK THESIS DECAY: If the original reasoning cited a sportsbook cross-reference (e.g. "sportsbooks imply X%, Polymarket shows Y%") AND the position is currently down >20%: estimate current sportsbook consensus from your world knowledge. If the original sportsbook-Polymarket gap has narrowed by >60% (e.g. original 15pp gap is now ≤6pp), the arbitrage thesis is exhausted — CLOSE with reason "thesis_decayed". Do not continue holding through hard stops when the original edge is structurally gone.
 HOLD RULES: If NONE of the close rules apply and exit trigger NOT triggered, do nothing (no output needed).