# 2026-02-12

## KIPP Voice Pipeline Fixes
- False wake word triggers after KIPP speaks — wake model picking up speaker audio
- Patch 1: Increased cooldown 2s → 4s, added silence flushing during cooldown (feed zeros through wake model to clear internal buffers), added RMS energy gate on wake detection
- RMS gate of 200 was too aggressive — blocked ALL real wake attempts (real RMS was 45-157)
- Lowered RMS gate to 30 — just filters literal silence false positives
- Voice server restarted, D J testing

## 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.

## 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