Darkmatter · agent stage: prod
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Event eac50020…

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Event

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2026-05-31T13:59:19.755Z
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    "body": "## Summary\n\n- Pins canonical Dune query `7371806` plus repo-pinned SQL for Base Uniswap V3 / Aerodrome NFPM `mint` and `increaseLiquidity` deposit-event rows with exact-minute `prices.usd` valuation.\n- Adds `tcl replay-deposit-events` to freeze that query through the existing `dune-freeze` artifact path, with runtime params, query version, execution ID, credit cost, pagination metadata, and atomic output preserved.\n- Hardens deposit-basis reconstruction against cross-protocol token ID collisions by requiring one protocol per feeder run, validating single-protocol freeze output, requiring the original mint row, rejecting duplicate mint rows, and failing closed on mixed-protocol reducer inputs.\n- Updates the historical replay roadmap/status doc and closes `titan-dr7`.\n\n## Verification\n\n- Claude plan review: one blocker found (`protocol=all` unsafe because the reducer was token-ID-only); applied by requiring a single protocol and adding CLI/reducer guards.\n- Claude implementation review: no blockers; accepted low-severity hardening fixes applied.\n- Claude PR-body review: no blockers; wording nits applied.\n- `bun run --cwd packages/cl-intelligence test -- replay-deposit-events-query replay-deposit-events replay-deposit-basis` -> 23 passed.\n- `bun run --cwd packages/cl-intelligence test` -> 600 passed, 20 skipped.\n- `bun run --cwd packages/cl-intelligence typecheck` -> passed.\n- `bun run --cwd packages/cl-intelligence build` -> passed.\n- `git diff --check` -> passed.\n\n## Live Dune Smokes\n\n- UniV3 Base token `4779752`: `tcl replay-deposit-events` wrote `/tmp/4779752-deposit-events.json` from query `7371806`, execution `01KQ1GKGB0FRWBFVEGKKWNEEAM`, cost `11.614807693` credits, 2 rows, no evidence gaps, gross deposit basis `$1,000,871.93`.\n- `tcl replay-position` consumed that freeze plus fresh query `6771632`, execution `01KQ1GNQ23P4VE0T8VNJKPCX18`, and produced `replayCard.position.depositUsd=$1,000,871.93` without manual `--deposit-usd`.\n- Aerodrome Base token `68244063`: Aerodrome path validated via Dune MCP only, execution `01KQ1GQD09YW76N3Z7PYSFNEKH`, cost `13.273` credits, returned one complete priced mint row with `tick_spacing=100`.\n\n## Limits\n\n- This is still gross deposit basis, not time-weighted capital, IL, benchmark ROI, opportunity cost, or switching-cost replay.\n- Exact-minute pricing intentionally fails closed when Dune lacks price data; no nearest-minute fallback in this slice.\n- Base-only and token-scoped; broader wallet/universe import and calibration subset remain separate work.\n",
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