workspace/memory/2026-02-26.md

# 2026-02-26

## Session: Feb 25 evening cleanup + trading analysis

### ChromaDB Memory Fixed
- Plugin was pointing to old Ollama at 192.168.86.137 (offline)
- Updated to 192.168.86.40:11434 in openclaw.json, restarted gateway
- Auto-recall now working — injects context every turn
- Re-indexed 137 documents into openclaw-memory collection (was only 9)
  - 14 daily memory files, MEMORY.md, 30 investigation reports
  - Chunked at 500 words, embedded via nomic-embed-text

### Cron Job Fixes
- spark-idea-gen and PowerInfer check were broken — model `anthropic/claude-haiku-3.5-20241022` doesn't exist
- Updated both to `anthropic/claude-sonnet-4-20250514`
- PowerInfer check: still no multi-GPU support

### Services Cleanup
- Disabled: knowledge-builder.service, kch123-monitor.timer, crypto-watch.timer, anoin123-monitor.timer
- Closed 22 stale browser tabs in OpenClaw Chrome (was 23 pages + 5 workers, now 1)
- Only 1 gateway running (doctor false-positived on our app services)
- chrome-debug.service (Snap Chromium port 9222) is redundant — OpenClaw has its own on 18800

### Knowledge Builder
- Created private Gitea repo: https://git.letsgetnashty.com/case/knowledge-builder
- 78 files, initial commit pushed
- Service stopped and disabled — archived for now

### CoinEx Live Trader Bugs Found & Fixed
1. **`amount` bug (CRITICAL)** — CoinEx API uses `open_interest`/`close_avbl`, not `amount`. Bot detected TP/SL for days (400-700% of margin!) but logged "Would close" instead of closing. Fixed fallback chain: close_avbl → open_interest → amount.
2. **`direction` key error** — Exit message formatting crashed on `ex['direction']` (dict has `'side'`). Tripped lockfile. Fixed with .get() fallback.
3. **Ghost positions** — FIL and ARB showed via API but only PUMPUSDT SHORT was real on exchange (D J confirmed with screenshot). API eventually self-corrected.
4. **Added cycle summary Telegram alerts** — every 5min run sends position status, P&L %, actions taken.
5. **State file cleaned** — removed phantom FIL/ARB peak tracking, only PUMP remains.
6. **PUMP peak was +747% of margin** — massive unrealized gain lost due to bug #1. Currently ~+32%.

### CoinEx Actual State
- 1 real position: PUMPUSDT SHORT, entry $0.002009, 5x cross, 65.34 USDT amount
- Balance: $125 available
- Starting: $146.84, drawdown ~8.6% (recovering)

### Trading Strategy Analysis
- Entry: mean-reversion scoring (RSI + VWAP + 24h change + Bollinger Bands)
- 29 coins scanned from Binance US, trades on CoinEx (price source mismatch risk)
- Entry thresholds too loose — 39-125 signals per day per coin
- TP: 5% of margin, SL: -3% of margin, trailing stop: 2% drop from peak after +2%
- Backtest 24h: FIL longs are losers (176 SL vs 111 TP), PUMP shorts are losers (225 SL vs 59 TP), ARB longs are winners (206 TP vs 70 SL)

### Medium Article Analysis
- "Anthropic is Killing Bitcoin" by Jose Crespo PhD — full article read via CDP
- Core thesis: AI compute tokens are de facto currency, crypto is structurally obsolete
- Mining→AI pivot data is real ($65B signed contracts, 12:1 AI vs crypto VC funding)
- Suggested products: Agent Commerce Protocol, AI Compute Arbitrage Dashboard
- D J asked about buildable products — recommended Agent Commerce Protocol (highest alignment)

### Defense Contractor Discussion
- D J asked about DPA (Defense Production Act) being applied to Anthropic/Claude for military use, deadline Friday
- All major defense contractors on NYSE (LMT, RTX, NOC, GD, LHX, BA) except PLTR/KTOS on NASDAQ
- Only Boeing in DJIA 30 — Gemini gave misleading answer about sector indices
- LMT at $647.50 (up from ~$450 pre-DOGE era) — DOGE fear already priced in
- DPA + Anthropic = new catalyst not yet priced. PLTR most direct beneficiary.
- D J was curious, not trading — no action taken

### SPARK Ideas
- spark-056 through spark-069 generated this session
- Standout: spark-068 PeopleSoft Config Doc Generator (conviction 10/10, $30K/client)
- Also notable: spark-065 Agent Team Rental Service ($299-899/mo recurring)

## Updates - Feb 26 morning

### SPARK Throttled
- Changed spark-idea-gen from every 3h to every 8h
- Was generating faster than we can research (77+ ideas now, 3 batches in 6 hours)
- PeopleSoft keeps hitting conviction 10 — SPARK flagged it 3 separate times (health checks, config docs, modernization roadmaps)
- D J's PeopleSoft expertise is clearly the highest-value asset per SPARK analysis

### CoinEx Trader Status
- Bot was locked after the direction key fix — lockfile cleared
- PUMP SHORT is the only real position (FIL and ARB were ghosts)
- PUMP at +32% of margin, well past 5% TP threshold
- Bot will close PUMP on next cycle now that bugs are fixed — D J aware
- D J asked about kill switch mechanics — explained the 50% drawdown + API failure safety

### Defense Contractor Discussion (continued)
- DPA being applied to Anthropic/Claude for military use, deadline Friday
- D J was exploring whether to long/short defense stocks
- My call: the DOGE discount already unwound (LMT $450→$647), but DPA+Anthropic is a new unpriced catalyst
- PLTR most direct beneficiary if DPA order goes through
- D J confirmed was just curious, no action taken

### Brave Search API Missing
- web_search tool needs Brave API key configured
- Run `openclaw configure --section web` to add it

### Pre-compaction flush (11:10 AM)
- Session continued from defense contractor thesis discussion

## Afternoon Session (3:30 PM - 5:56 PM)

### Telegram Slowness Investigation
- D J reported slow Telegram responses and constant "... typing" indicator
- Typing TTL is 2 minutes — shows typing entire time Opus processes
- Tried adding `model` to channel config but it's not a valid key (gateway rejected it)
- **Per-channel model override not supported** in OpenClaw — only agent-level default
- D J decided to keep Opus for now, no changes

### CoinEx Dashboard Rebuild (Next.js 15)
- D J requested rebuild of CoinEx scanner dashboard (was plain HTML on port 8891)
- Standard stack: Next.js 15 + Tailwind v4 + Framer Motion + ShadCN + Lucide + TypeScript
- **Glitch built Phase 1** — client-side Binance fetching (same as old HTML)
- **Glitch built Phase 2** — WebSocket architecture fix:
  - Custom server.ts wrapping Next.js + ws WebSocketServer
  - Server fetches Binance every 30s, broadcasts to all connected browsers
  - Zero client-side API calls
  - Fixed HMR conflict by routing data WS to `/ws` path (noServer mode + upgrade handler)
- **Private Gitea repo created**: https://git.letsgetnashty.com/case/coinex-dashboard
- Running locally on VM via systemd service (production mode)

### Coolify Deployment (IN PROGRESS)
- **Coolify discovered**: Running at 192.168.86.44:8000
- D J added Coolify API key to control panel
- Created "dz-studio" project on Coolify (uuid: os4csg4o4wwws04cgk8c0gg0)
- Created coinex-dashboard app (uuid: fcs04o8w0sccookkw44sck8c)
- **Docker image builds and runs locally on VM** (tested on port 8892, confirmed working)
- **Coolify deployments keep failing** — can't see build logs via API
  - Fixed: .dockerignore (was copying 800MB of node_modules)
  - Fixed: build script tsc errors (missing --esModuleInterop --skipLibCheck flags)
  - Fixed: Dockerfile CMD to use compiled server.js
  - Still failing on Coolify — need D J to check Coolify UI for build logs
- **Key lesson**: Build and test Docker locally FIRST, then deploy to Coolify

### Control Panel Updates
- Updated all control panel data files (accounts: 16 services, api-keys: 6 entries, budget, activity, todos)
- Added edit/delete buttons to accounts page (modal pattern)
- Added edit/delete buttons to API keys page
- Added 📝 Notes page (new feature — color-coded notes with CRUD)
- Fixed accounts table overflow (reduced columns, table-layout: fixed)
- API keys "click to reveal" now works with new data format (key_location + type)

### Polymarket Sports Scanner
- Glitch built Phase 1 prematurely (pure Python CLI, no web)
- D J wanted it in Next.js stack — archived v1 to `archive/polymarket-sports-scanner-v1/`
- Timer stopped and disabled
- Still blocked on VPS Postgres credentials

### Cron Fixes
- auto-memory-indexer model updated from dead haiku to sonnet
- SPARK generated 5 more ideas (spark-083 through spark-087), 87+ total
- ARI completed PeopleSoft trio research (spark-068, 075, 078) — all BUY

### Infrastructure Notes
- Killed orphaned tax-prep-portal on port 3002 (Glitch leftover)
- Node.js path in systemd: use `/usr/bin/node` not nvm path (doesn't exist in service context)
- Coolify API: Bearer token auth, base URL /api/v1, projects have environments
- Coolify server UUID: tkg4g04c4k48cgsw8c4c44oc (localhost)