61 lines
3.3 KiB
Markdown
61 lines
3.3 KiB
Markdown
# 2026-02-12
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## KIPP Voice Pipeline Fixes
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- False wake word triggers after KIPP speaks — wake model picking up speaker audio
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- 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
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- RMS gate of 200 was too aggressive — blocked ALL real wake attempts (real RMS was 45-157)
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- Lowered RMS gate to 30 — just filters literal silence false positives
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- Voice server restarted, D J testing
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## Tweet Analyses
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- **@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.
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- **@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.
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## D J signed off ~midnight
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## Night Shift Work
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### New Tools Built
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1. **Tweet Analysis Tool** (`tools/analyze_tweet.py`) — 389 lines
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- Playwright CDP scraping of tweet content, author, metrics, images
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- yfinance ticker lookup for any $XXX mentions
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- Red flag detection (promo language, penny stocks, coordinated replies, GitHub funnels)
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- Structured output: WHO / WHAT / VERIFY / RED FLAGS / MONEY / VERDICT
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- `--json` flag for machine-readable output
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- Wrapper script at `tools/tweet_analyzer_wrapper.sh`
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2. **Data Source Connectors** (`tools/data_sources/`)
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- `defillama.py` — Protocol TVL, token prices, yield/APY data (tested, works)
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- `coinglass.py` — Funding rates, OI, liquidations, long/short (Coinglass API locked behind paywall, using Binance futures as fallback — but geo-blocked from US)
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- `arkham.py` — Whale wallet tracking, entity search (needs paid auth)
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- Key finding: Most "free" crypto data APIs are actually paywalled or geo-blocked
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3. **Feed Monitor Service** (`projects/feed-hunter/feed_monitor.py`)
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- Systemd timer running every 30 min
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- Scrapes X home timeline via CDP
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- Deduplicates with SHA256 hashes in seen_posts.json
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- Filters for money-related keywords
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- First run: 44 posts scraped, 22 new, 7 money-related
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- Captures saved to `data/feed_captures/`
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4. **Market Watch Portal Rebuilt** (`projects/market-watch/portal/`)
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- Dark theme dashboard with Chart.js equity curves
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- Summary cards: Portfolio Value, Trading Stats, Game Info
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- Positions table with live yfinance prices
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- Recent trades log
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- Tab switching between games
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- Auto-refresh every 60s
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- GARP Challenge showing: $97.4K (-2.61%), 15 positions, 17 trades
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### Infrastructure
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- Git pushed to Gitea (master branch)
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- KIPP voice server pushed to Gitea (feature/wake-word branch)
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- Market Watch server running on port 8889
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- Feed monitor timer active (next run every 30 min)
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### Findings
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- Coinglass and Arkham both require paid API keys for useful data
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- Binance futures API geo-blocked from US (451 error)
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- DefiLlama is genuinely free — no auth needed, good protocol/TVL data
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- Network issues on Case's VM persist — git operations frequently timeout
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