wayfinder-paths 0.1.23__py3-none-any.whl → 0.1.24__py3-none-any.whl

wayfinder_paths/strategies/boros_hype_strategy/constants.py

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+# ─────────────────────────────────────────────────────────────────────────────
+# TOKEN IDS (wayfinder token identifiers)
+# ─────────────────────────────────────────────────────────────────────────────
+
+# Arbitrum tokens
+USDC_ARB = "usd-coin-arbitrum"
+USDT_ARB = "usdt0-arbitrum"
+ETH_ARB = "ethereum-arbitrum"
+
+# HyperEVM tokens
+HYPE_NATIVE = "hype-hyperevm"
+WHYPE = "wrapped-hype-hyperevm"  # Wrapped HYPE (1:1 with native HYPE)
+KHYPE_LST = "kinetic-staked-hype-hyperevm"
+LOOPED_HYPE = "looped-hype-hyperevm"
+USDC_HYPE = "usd-coin-hyperevm"
+
+
+# ─────────────────────────────────────────────────────────────────────────────
+# CONTRACT ADDRESSES
+# ─────────────────────────────────────────────────────────────────────────────
+
+# HyperEVM token addresses
+KHYPE_ADDRESS = "0xfD739d4e423301CE9385c1fb8850539D657C296D"
+LOOPED_HYPE_ADDRESS = "0x5748ae796AE46A4F1348a1693de4b50560485562"
+WHYPE_ADDRESS = "0x5555555555555555555555555555555555555555"
+
+# Accountant contracts for exchange rate calculations
+KHYPE_STAKING_ACCOUNTANT = "0x9209648Ec9D448EF57116B73A2f081835643dc7A"
+LHYPE_ACCOUNTANT = "0xcE621a3CA6F72706678cFF0572ae8d15e5F001c3"
+
+# Chain IDs
+HYPEREVM_CHAIN_ID = 999
+ARBITRUM_CHAIN_ID = 42161
+
+# ABIs for exchange rate reads
+KHYPE_STAKING_ACCOUNTANT_ABI = [
+    {
+        "inputs": [
+            {"internalType": "uint256", "name": "kHYPEAmount", "type": "uint256"}
+        ],
+        "name": "kHYPEToHYPE",
+        "outputs": [{"internalType": "uint256", "name": "", "type": "uint256"}],
+        "stateMutability": "view",
+        "type": "function",
+    }
+]
+
+LHYPE_ACCOUNTANT_ABI = [
+    {
+        "inputs": [{"internalType": "address", "name": "quote", "type": "address"}],
+        "name": "getRateInQuote",
+        "outputs": [{"internalType": "uint256", "name": "", "type": "uint256"}],
+        "stateMutability": "view",
+        "type": "function",
+    }
+]
+
+# WHYPE contract ABI for unwrapping (standard WETH-like interface)
+WHYPE_ABI = [
+    {
+        "name": "withdraw",
+        "type": "function",
+        "stateMutability": "nonpayable",
+        "inputs": [{"name": "wad", "type": "uint256"}],
+        "outputs": [],
+    },
+    {
+        "name": "balanceOf",
+        "type": "function",
+        "stateMutability": "view",
+        "inputs": [{"name": "owner", "type": "address"}],
+        "outputs": [{"type": "uint256"}],
+    },
+]
+
+
+# ─────────────────────────────────────────────────────────────────────────────
+# STRATEGY THRESHOLDS
+# ─────────────────────────────────────────────────────────────────────────────
+
+MIN_NET_DEPOSIT = 150.0  # Minimum deposit to activate strategy
+MAX_HL_LEVERAGE = 2.0  # Maximum leverage on Hyperliquid shorts
+PARTIAL_TRIM_THRESHOLD = 0.75  # Risk level to trigger partial trim
+FULL_REBALANCE_THRESHOLD = 0.90  # Risk level to trigger full rebalance
+ALLOCATION_DEVIATION_THRESHOLD = 0.03  # 3% deviation triggers rebalance
+HORIZON_DAYS = 7  # Planning horizon in days
+
+
+# ─────────────────────────────────────────────────────────────────────────────
+# BOROS CONFIGURATION
+# ─────────────────────────────────────────────────────────────────────────────
+
+# NOTE: Boros migrated the old USDT-collateralized HYPE market. The current
+# entry path uses HYPE collateral (via the LayerZero OFT token on Arbitrum).
+BOROS_HYPE_MARKET_ID = 51  # HYPERLIQUID-HYPE-27FEB2026 (fallback)
+BOROS_HYPE_TOKEN_ID = 5  # HYPE collateral token ID on Boros (current)
+BOROS_MIN_DEPOSIT_USD = 10.50  # Minimum collateral value to bother funding
+BOROS_MIN_TENOR_DAYS = 3  # Roll to new market if < 3 days to expiry
+BOROS_ENABLE_MIN_TOTAL_USD = 80.0  # Skip Boros if capital below this
+
+# LayerZero OFT bridge (HyperEVM native HYPE → Arbitrum OFT HYPE)
+HYPE_OFT_ADDRESS = "0x007C26Ed5C33Fe6fEF62223d4c363A01F1b1dDc1"
+LZ_EID_ARBITRUM = 30110
+
+# Minimal IOFT ABI for quoting + sending.
+HYPE_OFT_ABI = [
+    {
+        "inputs": [
+            {
+                "components": [
+                    {"internalType": "uint32", "name": "dstEid", "type": "uint32"},
+                    {"internalType": "bytes32", "name": "to", "type": "bytes32"},
+                    {"internalType": "uint256", "name": "amountLD", "type": "uint256"},
+                    {
+                        "internalType": "uint256",
+                        "name": "minAmountLD",
+                        "type": "uint256",
+                    },
+                    {
+                        "internalType": "bytes",
+                        "name": "extraOptions",
+                        "type": "bytes",
+                    },
+                    {"internalType": "bytes", "name": "composeMsg", "type": "bytes"},
+                    {"internalType": "bytes", "name": "oftCmd", "type": "bytes"},
+                ],
+                "internalType": "struct SendParam",
+                "name": "_sendParam",
+                "type": "tuple",
+            },
+            {"internalType": "bool", "name": "_payInLzToken", "type": "bool"},
+        ],
+        "name": "quoteSend",
+        "outputs": [
+            {
+                "components": [
+                    {"internalType": "uint256", "name": "nativeFee", "type": "uint256"},
+                    {
+                        "internalType": "uint256",
+                        "name": "lzTokenFee",
+                        "type": "uint256",
+                    },
+                ],
+                "internalType": "struct MessagingFee",
+                "name": "",
+                "type": "tuple",
+            }
+        ],
+        "stateMutability": "view",
+        "type": "function",
+    },
+    {
+        "inputs": [
+            {
+                "components": [
+                    {"internalType": "uint32", "name": "dstEid", "type": "uint32"},
+                    {"internalType": "bytes32", "name": "to", "type": "bytes32"},
+                    {"internalType": "uint256", "name": "amountLD", "type": "uint256"},
+                    {
+                        "internalType": "uint256",
+                        "name": "minAmountLD",
+                        "type": "uint256",
+                    },
+                    {
+                        "internalType": "bytes",
+                        "name": "extraOptions",
+                        "type": "bytes",
+                    },
+                    {"internalType": "bytes", "name": "composeMsg", "type": "bytes"},
+                    {"internalType": "bytes", "name": "oftCmd", "type": "bytes"},
+                ],
+                "internalType": "struct SendParam",
+                "name": "_sendParam",
+                "type": "tuple",
+            },
+            {
+                "components": [
+                    {"internalType": "uint256", "name": "nativeFee", "type": "uint256"},
+                    {
+                        "internalType": "uint256",
+                        "name": "lzTokenFee",
+                        "type": "uint256",
+                    },
+                ],
+                "internalType": "struct MessagingFee",
+                "name": "_fee",
+                "type": "tuple",
+            },
+            {"internalType": "address", "name": "_refundAddress", "type": "address"},
+        ],
+        "name": "send",
+        "outputs": [
+            {
+                "components": [
+                    {"internalType": "bytes32", "name": "guid", "type": "bytes32"},
+                    {"internalType": "uint64", "name": "nonce", "type": "uint64"},
+                    {
+                        "components": [
+                            {
+                                "internalType": "uint256",
+                                "name": "nativeFee",
+                                "type": "uint256",
+                            },
+                            {
+                                "internalType": "uint256",
+                                "name": "lzTokenFee",
+                                "type": "uint256",
+                            },
+                        ],
+                        "internalType": "struct MessagingFee",
+                        "name": "fee",
+                        "type": "tuple",
+                    },
+                ],
+                "internalType": "struct MessagingReceipt",
+                "name": "",
+                "type": "tuple",
+            },
+            {
+                "components": [
+                    {
+                        "internalType": "uint256",
+                        "name": "amountSentLD",
+                        "type": "uint256",
+                    },
+                    {
+                        "internalType": "uint256",
+                        "name": "amountReceivedLD",
+                        "type": "uint256",
+                    },
+                ],
+                "internalType": "struct OFTReceipt",
+                "name": "",
+                "type": "tuple",
+            },
+        ],
+        "stateMutability": "payable",
+        "type": "function",
+    },
+]
+
+# ─────────────────────────────────────────────────────────────────────────────
+# GAS CONFIGURATION
+# ─────────────────────────────────────────────────────────────────────────────
+
+MIN_HYPE_GAS = 0.1  # Minimum HYPE for HyperEVM gas
+HYPE_DEPOSIT_REQUIREMENT = 0.1  # HYPE to ensure for gas on deposit
+
+
+# ─────────────────────────────────────────────────────────────────────────────
+# EXTERNAL API ENDPOINTS
+# ─────────────────────────────────────────────────────────────────────────────
+
+LHYPE_API_URL = "https://app.loopingcollective.org/api/external/asset/lhype"
+KHYPE_API_URL = "https://kinetiq.xyz/api/khype"

wayfinder_paths/strategies/boros_hype_strategy/examples.json

@@ -0,0 +1,37 @@
+{
+  "smoke": {
+    "deposit": {
+      "main_token_amount": 200.0,
+      "gas_token_amount": 0.01
+    },
+    "update": {},
+    "withdraw": {}
+  },
+  "canonical_deposit": {
+    "deposit": {
+      "main_token_amount": 500.0,
+      "gas_token_amount": 0.02
+    }
+  },
+  "canonical_update": {
+    "update": {}
+  },
+  "canonical_status": {
+    "status": {}
+  },
+  "minimum_deposit": {
+    "deposit": {
+      "main_token_amount": 150.0,
+      "gas_token_amount": 0.01
+    }
+  },
+  "error_below_minimum": {
+    "deposit": {
+      "main_token_amount": 50.0,
+      "gas_token_amount": 0.01
+    },
+    "expect": {
+      "success": false
+    }
+  }
+}

wayfinder_paths/strategies/boros_hype_strategy/hyperevm_ops_mixin.py

@@ -0,0 +1,114 @@
+"""
+HyperEVM / spot-leg operations for BorosHypeStrategy.
+
+Kept as a mixin so the main strategy file stays readable without changing behavior.
+"""
+
+from __future__ import annotations
+
+from typing import Any
+
+from .constants import HYPE_NATIVE, KHYPE_LST, LOOPED_HYPE, MIN_HYPE_GAS
+from .types import Inventory
+
+
+class BorosHypeHyperEvmOpsMixin:
+    async def _ensure_gas_on_hyperevm(
+        self, params: dict[str, Any], inventory: Inventory
+    ) -> tuple[bool, str]:
+        min_hype = float(params.get("min_hype") or MIN_HYPE_GAS)
+        need = max(0.0, min_hype - inventory.hype_hyperevm_balance)
+        if need <= 0.0:
+            return True, "HyperEVM gas already sufficient"
+
+        # Best-effort: if HYPE exists on HL spot, bridge it over.
+        if inventory.hl_spot_hype > max(0.1, need + 0.001):
+            return await self._transfer_hl_spot_to_hyperevm(
+                {"hype_amount": max(0.1, need)}, inventory
+            )
+
+        # Otherwise, we expect the upcoming BRIDGE_TO_HYPEREVM routine to bring HYPE.
+        return True, "HyperEVM gas will be provisioned during routing"
+
+    async def _ensure_gas_on_arbitrum(
+        self, params: dict[str, Any], inventory: Inventory
+    ) -> tuple[bool, str]:
+        # TODO: Implement - bridge ETH or use gas station
+        return True, "Arbitrum gas routing not yet implemented"
+
+    async def _swap_hype_to_lst(
+        self, params: dict[str, Any], inventory: Inventory
+    ) -> tuple[bool, str]:
+        hype_amount = params.get("hype_amount", 0.0)
+
+        if hype_amount <= 0:
+            return True, "No HYPE to swap"
+
+        if self.simulation:
+            return True, f"[SIMULATION] Swapped {hype_amount:.4f} HYPE to LSTs"
+
+        if not self.brap_adapter:
+            return False, "BRAP adapter not configured"
+
+        strategy_wallet = self._config.get("strategy_wallet", {})
+        wallet_address = strategy_wallet.get("address")
+        if not wallet_address:
+            return False, "No strategy wallet address configured"
+
+        # Normalize split fractions.
+        khype_fraction = max(0.0, float(self.hedge_cfg.khype_fraction))
+        looped_fraction = max(0.0, float(self.hedge_cfg.looped_hype_fraction))
+        total_fraction = khype_fraction + looped_fraction
+        if total_fraction <= 0:
+            khype_fraction = 0.5
+            looped_fraction = 0.5
+            total_fraction = 1.0
+
+        khype_share = khype_fraction / total_fraction
+
+        # HYPE native has 18 decimals.
+        hype_amount_wei = int(float(hype_amount) * 1e18)
+        khype_amount_wei = int(hype_amount_wei * khype_share)
+        looped_amount_wei = max(0, hype_amount_wei - khype_amount_wei)
+
+        # If one side is dust, allocate to the other.
+        min_swap_wei = int(0.02 * 1e18)
+        if 0 < khype_amount_wei < min_swap_wei:
+            looped_amount_wei += khype_amount_wei
+            khype_amount_wei = 0
+        if 0 < looped_amount_wei < min_swap_wei:
+            khype_amount_wei += looped_amount_wei
+            looped_amount_wei = 0
+
+        results: list[str] = []
+
+        if khype_amount_wei > 0:
+            ok, res = await self.brap_adapter.swap_from_token_ids(
+                from_token_id=HYPE_NATIVE,
+                to_token_id=KHYPE_LST,
+                from_address=wallet_address,
+                amount=str(khype_amount_wei),
+                slippage=0.01,
+                strategy_name="boros_hype_strategy",
+            )
+            if not ok:
+                return False, f"Swap HYPE→kHYPE failed: {res}"
+            results.append(f"kHYPE({khype_amount_wei / 1e18:.4f} HYPE)")
+
+        if looped_amount_wei > 0:
+            ok, res = await self.brap_adapter.swap_from_token_ids(
+                from_token_id=HYPE_NATIVE,
+                to_token_id=LOOPED_HYPE,
+                from_address=wallet_address,
+                amount=str(looped_amount_wei),
+                slippage=0.01,
+                strategy_name="boros_hype_strategy",
+            )
+            if not ok:
+                return False, f"Swap HYPE→looped HYPE failed: {res}"
+            results.append(f"looped({looped_amount_wei / 1e18:.4f} HYPE)")
+
+        if not results:
+            return True, "No non-dust HYPE amount to swap"
+
+        return True, f"Swapped HYPE → {', '.join(results)}"