Full sync - all projects, memory, configs

memory/2026-02-12.md

@@ -10,51 +10,62 @@
 ## Tweet Analyses
 - **@jollygreenmoney / $SHL.V** — Homeland Nickel (TSX-V penny stock). Promoted junior miner, already ran 2,300% from $0.03→$0.72, pulled back to $0.41. Collapsing volume = distribution phase. Coordinated promotion with @Levi_Researcher. Nickel bull thesis has merit but this specific stock is exit liquidity. Verdict: stay away.
 - **@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.
+- **@vadimstrizheus** — "Day 7 of OpenClaw, 9 AI employees, I'm 18 no coding experience." 2.7K likes, 4.4K bookmarks. Video analysis: mostly talking to camera, screen shares showed hierarchy diagram, Obsidian "Knowledge Vault", virtual office (Gather-style) with named agents (JAMES, SENTINEL, ATLAS, CLARO, TINK, SENSKE, DONIS). Lots of vibes, no demonstrated output. Engagement farming but validated the "AI agent team" narrative going viral.
+- **@seelffff** — "Bayesian trading agent, $10→$700 on Polymarket." Claims 5-minute markets on Polymarket — those don't exist. Kelly Criterion + Bayes' theorem name-drops. 7,000% return claim is fantasy. Verdict: fake.
+- **@bc1beat / BlockRunAI** — ClawRouter for OpenClaw. Smart LLM router, 2.2K GitHub stars in 10 days. Real project with real code. x402 micropayments. ARI investigated (see below).
 
-## D J signed off ~midnight
+## Team Building — Major Session
+- D J wants to build an AI company with Case as CSO
+- Discussed org structure: D J (CEO) → Case (CSO) → team
+- Created team/ directory structure with PERSONA.md files
+- First considered Dev ⚙️ and QA 🔍 roles
+- D J liked "Glitch" as a name — role TBD
+- Analyzed Vadim's video for team-building insights — he led with research/monitoring, not dev/QA
+- D J wanted an "Arsenal of Research & Intelligence" agent
+- D J used Opus 4.6 to generate a detailed prompt for ARI — excellent methodology doc
+- Merged D J's prompt with our operational context (financial lens, red flag taxonomy, tool access)
 
-## Night Shift Work
+## ARI — First Agent Hired 🔷
+- **Full name:** Arsenal of Research & Intelligence
+- **Registered:** `openclaw agents add ari` — full OpenClaw agent
+- **Workspace:** ~/.openclaw/workspace-ari/
+- **Files created:** SOUL.md, IDENTITY.md, USER.md, AGENTS.md, KNOWLEDGE.md, TOOLS.md, HEARTBEAT.md
+- **Auth:** Copied from main (Anthropic API key)
+- **Config:** Added `subagents.allowAgents: ["ari"]` to main agent config
+- **Enabled:** `tools.agentToAgent.enabled: true` for cross-agent history
+- **Deleted BOOTSTRAP.md** — was causing ARI to try identity conversation instead of missions
+- **First mission (v1):** Failed — BOOTSTRAP.md caused 23s of wasted identity chat
+- **First mission (v2):** SUCCESS — ClawRouter T3 investigation, 2m28s runtime on Sonnet
+  - Report saved to workspace-ari/reports/clawrouter-assessment.md
+  - Verdict: Conditional deploy, $5 test wallet, staged rollout
+  - Code is legit, x402 payments non-custodial, 85-90% savings on sub-agent costs
+  - BlockRunAI entity is young/unknown — main risk
 
-### 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`
+## Voice Call Discussion
+- D J wants real-time voice conversation with Case (different from KIPP's ambient style)
+- Options discussed: web call page, Telegram voice chat, actual phone number, piggyback KIPP
+- D J interested in "something similar to an actual call"
+- Leaning toward web-based call UI with VAD (voice activity detection)
+- Tabled for later
 
-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
+## Migration Discussion
+- D J considering moving Case to a machine with GPU for Unity 3D game dev
+- Case is portable: workspace folder + config + systemd services + Chrome cookies
+- Migration could be scripted to ~30 minutes
+- D J's vision: Case runs a multi-lateral R&D company — game dev, trading, everything
 
-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/`
+## Key Decisions
+- ARI is the first hire, not Dev/QA — research/intelligence is the highest-value role right now
+- Full agent registration over lightweight sub-agents — D J wants persistent named agents
+- ARI reports to Case, not directly to D J
+- ARI runs on Claude Sonnet (cost-effective for research tasks)
+- BOOTSTRAP.md must be deleted for task-focused agents — it derails mission execution
+- Agent-to-agent history enabled for debugging
 
-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
+## D J signed off ~00:38 CST
 
-### 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
+## Infrastructure Changes
+- Config patched: `agents.list[0].subagents.allowAgents: ["ari"]`
+- Config patched: `tools.agentToAgent.enabled: true`
+- Two gateway restarts for config patches
+- yt-dlp installed (`~/.local/bin/yt-dlp`)