Reports

# PolyEdge Lab — Daily Report 2026-07-25

**Mode:** PAPER ONLY · Bankroll start $7.74

## Equity
- Primary equity: $7.83 (PnL +$0.09)
- Blind benchmark: $7.79
- Bot beats blind: YES
- Open positions: 6
- Win rate (resolved): 0.0% (0/0)

## Signals today
- New decisions: 1034
- paper_copy: 6 · watchlist: 980 · skip: 48

## Best wallets (score)
- greyoctober `0xc65ca475…` score=63.3 [track]
- hampertime `0x79a182d3…` score=63.2 [track]
- 0x96E17Ba97E081732a552F410eb35eE972Cad50aa-1754745531003 `0x96e17ba9…` score=63.2 [track]
- timezonewarrior `0x8f8c0eb3…` score=63.2 [track]
- bcda `0xb45a797f…` score=63.2 [track]

## Rule changes
held — resolved 0 < absolute floor 10

## Research context (Firecrawl)
- thesis=62 · Will the Packers win the season series against the Lions during the 20 · risks=["timing_uncertainty"]
- thesis=70 · Will SpaceX have the highest IPO Market Cap 2026? · risks=[]

## Strategy review (rules v1)

### Sample gate
- allowAutoUpdate: **NO**
- resolved primary: 0 (W/L 0/0)
- win rate: n/a
- beat blind (equity): YES
- gate: resolved 0 < absolute floor 10
- gate: resolved 0 < auto-update min 20
- gate: rule cooldown 3.1h < 36h

### Applied
- none (discipline hold)

### Held hypotheses
- hold_no_resolved (p0): no resolved primary trades yet — soak only · open primary positions: 6; MTM not a rule signal

_Paper only. No guaranteed edge. Auto-updates stay inside rails._

## Lesson
Filter is holding vs blind copy — keep lag/spread discipline; do not escalate aggression until more resolved samples.

## Tomorrow
- Re-scan leaderboard 500
- Monitor track wallets
- Mark open paper PnL; resolve extremes only
- Auto rule updates stay gated (min resolved + cooldown)

_Not financial advice. Simulated capital only._