Feed monitor Telegram alerts, Market Watch portal, data source connectors

memory/2026-02-12.md

@@ -12,3 +12,49 @@
 - **@MoonDevOnYT** — "Fastest growing quant repo on GitHub" AI trading agents. 875 followers, self-proclaimed "#1 quant on X." Content marketing funnel → paid private streams at moondev.com. No verifiable P&L, buzzword soup, fantasy architecture. Verdict: course seller, skip.
 
 ## D J signed off ~midnight
+
+## Night Shift Work
+
+### New Tools Built
+1. **Tweet Analysis Tool** (`tools/analyze_tweet.py`) — 389 lines
+   - Playwright CDP scraping of tweet content, author, metrics, images
+   - yfinance ticker lookup for any $XXX mentions
+   - Red flag detection (promo language, penny stocks, coordinated replies, GitHub funnels)
+   - Structured output: WHO / WHAT / VERIFY / RED FLAGS / MONEY / VERDICT
+   - `--json` flag for machine-readable output
+   - Wrapper script at `tools/tweet_analyzer_wrapper.sh`
+
+2. **Data Source Connectors** (`tools/data_sources/`)
+   - `defillama.py` — Protocol TVL, token prices, yield/APY data (tested, works)
+   - `coinglass.py` — Funding rates, OI, liquidations, long/short (Coinglass API locked behind paywall, using Binance futures as fallback — but geo-blocked from US)
+   - `arkham.py` — Whale wallet tracking, entity search (needs paid auth)
+   - Key finding: Most "free" crypto data APIs are actually paywalled or geo-blocked
+
+3. **Feed Monitor Service** (`projects/feed-hunter/feed_monitor.py`)
+   - Systemd timer running every 30 min
+   - Scrapes X home timeline via CDP
+   - Deduplicates with SHA256 hashes in seen_posts.json
+   - Filters for money-related keywords
+   - First run: 44 posts scraped, 22 new, 7 money-related
+   - Captures saved to `data/feed_captures/`
+
+4. **Market Watch Portal Rebuilt** (`projects/market-watch/portal/`)
+   - Dark theme dashboard with Chart.js equity curves
+   - Summary cards: Portfolio Value, Trading Stats, Game Info
+   - Positions table with live yfinance prices
+   - Recent trades log
+   - Tab switching between games
+   - Auto-refresh every 60s
+   - GARP Challenge showing: $97.4K (-2.61%), 15 positions, 17 trades
+
+### Infrastructure
+- Git pushed to Gitea (master branch)
+- KIPP voice server pushed to Gitea (feature/wake-word branch)
+- Market Watch server running on port 8889
+- Feed monitor timer active (next run every 30 min)
+
+### Findings
+- Coinglass and Arkham both require paid API keys for useful data
+- Binance futures API geo-blocked from US (451 error)
+- DefiLlama is genuinely free — no auth needed, good protocol/TVL data
+- Network issues on Case's VM persist — git operations frequently timeout