{"assessments":[],"deployments":[],"fuzz":[],"identity":{"adapter":"0xde152afb7db5373f34876e1499fbd893a82dd336","chainId":1,"collection":"0x0000ec93127baa929e58e97dd0095a2bfb38ec1d","registry":"0x8004a169fb4a3325136eb29fa0ceb6d2e539a432"},"interpretation":"Records acceptance and evidence. Neither completion nor an AI assessment establishes correctness, safety, or independent review.","jobId":"27eb16c3-500e-4e92-8a9c-30e3cdb5e6d3","kind":"research","nodes":[{"acceptedSubmissionHash":null,"dependsOn":[],"execution":{"network":false,"profile":"foundry","requires":[],"tools":[]},"key":"panel","kind":"research","role":"review","skillHash":null,"skillId":null,"state":"accepted"}],"objective":"SWARMBRAIN round 2026-10-07-c4. You are one neuron of a trading brain: the \"Derivatives & positioning neuron\".\nYou only sense funding rates, perpetual open interest, liquidations, options skew and basis. Crowded positioning matters more than direction of news. Ignore news and charts.\nUse only these sources: https://www.coinglass.com/ https://app.hyperliquid.xyz/ https://www.deribit.com/ https://laevitas.ch/ — do not use others.\nTask: look at the current state of these assets through your sense only: BTC (Bitcoin), ETH (Ethereum), SOL (Solana), HYPE (Hyperliquid), LINK (Chainlink), TSLAx (Tesla (tokenized, xStock)), NVDAx (Nvidia (tokenized, xStock)), AAPLx (Apple (tokenized, xStock)), GOOGLx (Alphabet (tokenized, xStock)), MSTRx (Strategy/MicroStrategy (tokenized, xStock)), COINx (Coinbase (tokenized, xStock)), CRCLx (Circle (tokenized, xStock)), SPYx (S&P 500 ETF (tokenized, xStock)).\nFor EVERY one of these 13 assets you MUST decide \"long\" (expect it to RISE over the next 6 hours) or \"short\" (expect it to FALL). Do not skip any asset and do not answer \"no trades\".\nIf your sense gives no real signal for an asset, still choose a direction but set confidence 50 (= coin flip). Confidence is an integer 50-100.\nAnswer with a short reasoning (max 120 words), then end with ONE plain-text line that starts with PICKS: and covers all 13 assets as ASSET direction confidence leverage, separated by semicolons. No json, no code block, no brackets. Example:\nPICKS: BTC long 70 2; TSLAx short 60 1; ETH long 50 1\nRules: asset must be one of the listed symbols exactly; direction is \"long\" or \"short\"; confidence is an integer 50-100; leverage is the leverage you would use for this trade, an integer 1-5 (real money is traded on the result); cite the pages you used.\n\nLIVE DATA (Hyperliquid 2026-10-07T18:00Z) - use this table first, sources for context. Row: ASSET price|% chg 1h 4h 24h 7d|r=% position in 24h range|% vs MA20 MA50 on 4h|f=funding %/h|oi=open interest, v=24h volume $|p=% vs oracle. SPYx = S&P 500 index level, not the SPY token (~1/10).\nBTC 83132|+0.00 +0.17 -3.01 -0.95|r13|-2.51 -1.92|f0.0013|oi3318M v2846M|p-0.03\nETH 2550.9|+0.01 -0.48 -5.49 -4.82|r8|-4.77 -5.08|f0.0013|oi3020M v1378M|p-0.03\nSOL 116.29|-0.01 +0.35 -3.76 -1.99|r13|-3.05 -2.77|f0.0013|oi669M v258M|p-0.04\nHYPE 87.323|-0.02 -1.16 -4.89 -2.49|r5|-4.63 -2.65|f-0.0001|oi1740M v520M|p-0.08\nLINK 13.351|-0.02 -0.23 -4.38 -6.91|r10|-3.89 -5.36|f-0.0001|oi77M v13M|p-0.07\nTSLAx 377.04|+0.22 -0.22 -0.83 +6.48|r32|-0.03 +2.57|f0.0009|oi46M v24M|p+0.02\nNVDAx 236.9|+0.00 -0.10 -1.30 +2.79|r8|-0.56 +1.01|f0.0006|oi153M v56M|p+0.01\nAAPLx 336.73|+0.00 +0.72 +1.23 +0.12|r70|+0.92 +1.13|f0.0006|oi34M v12M|p-0.00\nGOOGLx 348.36|-0.01 +1.02 +0.23 -0.27|r90|+0.60 +1.03|f0.0006|oi106M v27M|p+0.01\nMSTRx 153.55|+0.01 -1.17 -7.00 -0.72|r1|-5.73 -4.32|f0.0039|oi46M v13M|p+0.07\nCOINx 178.04|-0.80 -0.75 -5.45 -4.80|r3|-4.20 -4.75|f0.0025|oi14M v4M|p+0.06\nCRCLx 80.714|-0.19 +0.55 -4.76 -2.22|r21|-3.11 -2.94|f0.0029|oi112M v21M|p+0.05\nSPYx 7798.7|-0.01 +0.36 -0.33 +1.37|r55|+0.29 +0.87|f0.0006|oi366M v229M|p-0.02\n\nSENSE DATA for your sense, fetched by the brain at 18:00Z - your own numbers, use them:\nfunding %/8h on Hyperliquid (hl), Binance (bn), Bybit (by); oi = open interest change in the last 6h:\nBTC hl0.0100 bn-0.0007 by0.0017 oi-3.8%\nETH hl0.0100 bn0.0007 by0.0032 oi-0.8%\nSOL hl0.0100 bn-0.0004 by-0.0012 oi+0.6%\nHYPE hl-0.0010 oi-2.0%\nLINK hl-0.0009 bn0.0047 by0.0012 oi-0.1%\nTSLAx hl0.0071 oi-4.0%\nNVDAx hl0.0050 oi-5.1%\nAAPLx hl0.0050 oi-2.9%\nGOOGLx hl0.0050 oi-7.7%\nMSTRx hl0.0313 oi+3.1%\nCOINx hl0.0199 oi+2.9%\nCRCLx hl0.0228 oi+1.7%\nSPYx hl0.0050 oi-1.4%","parentJobId":null,"planHash":"5b57988239ea6fa1210e2851db9377e367af6e51c6c72b558b1b231222eb3905","previousHash":"0000000000000000000000000000000000000000000000000000000000000000","projectId":"27eb16c3-500e-4e92-8a9c-30e3cdb5e6d3","publication":{"commit":null,"deliveredAt":null,"repoUrl":null},"receiptIdentity":{"adapter":"0xde152afb7db5373f34876e1499fbd893a82dd336","chainId":1,"collection":"0x0000ec93127baa929e58e97dd0095a2bfb38ec1d","registry":"0x8004a169fb4a3325136eb29fa0ceb6d2e539a432"},"registry":"0xb6d0a187b050fa5bb0b87033a203f37becf4a775","research":[{"answer":"**Reasoning:** I used the brain's 18:00Z table for the numbers. Coinglass and Deribit only supplied page text for the citations; I got no live figures from them.\n\n- **Tokenized crypto stocks:** MSTRx, COINx and CRCLx look the most crowded. Hyperliquid funding is high (0.020–0.031%/8h) and open interest grew 1.7–3.1% over 6h, while prices fell 4.8–7% in 24h. That means longs are adding into the drop, so there is risk of a long squeeze. Short all three.\n- **BTC, ETH, SOL:** Open interest is falling (BTC −3.8%) and prices sit near the bottom of their 24h range. Binance and Bybit funding is flat or negative. Leverage is clearing out rather than piling in, so a small bounce is slightly favoured.\n- **HYPE and LINK:** Funding is negative near range lows, so shorts are leaning in. Mild long.\n- **Large-cap tokenized stocks and SPYx:** Open interest is falling and funding is at the base rate. There's no real signal, so these are near coin flips. GOOGLx is at 90% of its 24h range while open interest dropped 7.7%, which hints its rise is running out of fuel.\n\nPICKS: BTC long 55 1; ETH long 53 1; SOL long 52 1; HYPE long 56 1; LINK long 52 1; TSLAx short 52 1; NVDAx short 51 1; AAPLx long 50 1; GOOGLx short 53 1; MSTRx short 62 2; COINx short 58 1; CRCLx short 58 1; SPYx long 50 1","citations":[{"contentHash":"0e4adaa6250b420af7a955a2ee33668496a0ebf2e7354896520f380777f19449","quote":"Liquidation (24h)","retrievedAt":"2026-10-07T18:04:33.573Z","url":"https://www.coinglass.com/"},{"contentHash":"0e4adaa6250b420af7a955a2ee33668496a0ebf2e7354896520f380777f19449","quote":"OI Change(%)","retrievedAt":"2026-10-07T18:04:33.616Z","url":"https://www.coinglass.com/"},{"contentHash":"8c011ff2ede0e502fae022e232b9380d71aff178442022a8be880b3fada2b64e","quote":"Trade Crypto Derivatives","retrievedAt":"2026-10-07T18:04:33.797Z","url":"https://www.deribit.com/"}],"device":"b414b10f97bca557","id":"0c47fd69-9677-4984-b46d-801abd74ebb1","model":"claude-opus-5-5","nodeId":"56cdb173-283b-4ea8-8bbd-03c95db8b6b6","runtime":"claude"},{"answer":"Using your 18:00Z snapshot, MSTRx, COINx and CRCLx show the clearest potential long crowding: comparatively elevated positive funding, rising OI and oracle premiums. I favor modest-confidence shorts. Elsewhere, mixed or near-neutral funding and mostly declining OI provide no convincing six-hour direction; those picks are coin flips. OI contraction alone cannot identify which side closed. Retrieved [CoinGlass market](https://www.coinglass.com/) and [funding](https://www.coinglass.com/FundingRate) pages exposed headings but no usable live values, so they do not independently verify your snapshot. Liquidations and options skew remain unverified. All leverage is 1×.\n\nPICKS: BTC long 50 1; ETH short 50 1; SOL long 50 1; HYPE long 50 1; LINK long 50 1; TSLAx short 50 1; NVDAx long 50 1; AAPLx long 50 1; GOOGLx long 50 1; MSTRx short 60 1; COINx short 57 1; CRCLx short 58 1; SPYx long 50 1","citations":[{"contentHash":"0e4adaa6250b420af7a955a2ee33668496a0ebf2e7354896520f380777f19449","quote":"Global Asset Data Analytics","retrievedAt":"2026-10-07T18:04:42.184Z","url":"https://www.coinglass.com/"},{"contentHash":"41aad8ae7a8c115b7d0b97287befd0ac7eaf9c37bd81fe61c387e31b7eafad52","quote":"Funding Rates For Perpetual Swaps","retrievedAt":"2026-10-07T18:04:42.898Z","url":"https://www.coinglass.com/FundingRate"}],"device":"b3e0a28d5c3d1a63","id":"1fc04265-af2d-4cbd-bf68-072dce0d3f0f","model":null,"nodeId":"56cdb173-283b-4ea8-8bbd-03c95db8b6b6","runtime":"codex"},{"answer":"Using your 18:00Z snapshot, MSTRx, COINx and CRCLx show the clearest relative long crowding: elevated positive funding, rising OI and positive oracle premiums. I favor modest-confidence shorts. Other funding readings are small or mixed; declining OI alone cannot establish direction, so those picks remain coin flips. All leverage is 1×. [CoinGlass](https://www.coinglass.com/FundingRate) provides funding context; [Laevitas](https://www.laevitas.ch/) describes basis and OI coverage. Neither retrieved page independently verified your snapshot or supplied usable current liquidation/skew figures.\n\nPICKS: BTC long 50 1; ETH short 50 1; SOL long 50 1; HYPE long 50 1; LINK long 50 1; TSLAx long 50 1; NVDAx long 50 1; AAPLx long 50 1; GOOGLx long 50 1; MSTRx short 59 1; COINx short 57 1; CRCLx short 58 1; SPYx long 50 1","citations":[{"contentHash":"41aad8ae7a8c115b7d0b97287befd0ac7eaf9c37bd81fe61c387e31b7eafad52","quote":"Funding Rates For Perpetual Swaps","retrievedAt":"2026-10-07T18:04:29.993Z","url":"https://www.coinglass.com/FundingRate"},{"contentHash":"cf06471e34dff31edef6a539c53d0a72190be83cf9f5f6dff83dd824676357ef","quote":"Monitor perpetual futures with real-time prices, volume, funding rates, and liquidations. Track basis levels and open interest across venues.","retrievedAt":"2026-10-07T18:04:30.191Z","url":"https://www.laevitas.ch/"}],"device":"b41d844dba698308","id":"21bcbf93-066c-4ab2-8a95-6f540d171dec","model":null,"nodeId":"56cdb173-283b-4ea8-8bbd-03c95db8b6b6","runtime":"codex"},{"answer":"Positioning is crowded long in the equity-linked names and lightly short in HYPE and LINK. Pick logic, using the table and sense data given and not independently verified:\n\n- **MSTRx, COINx, CRCLx:** funding is elevated (0.031, 0.020 and 0.023 %/8h) and open interest is rising (+3.1%, +2.9%, +1.7%) while price falls. That points to trapped longs, so I go short.\n- **HYPE, LINK:** funding is negative and price sits at the bottom of its 24h range (r5 and r10). That points to a short-squeeze bounce, so I go long.\n- **BTC, ETH, SOL:** Hyperliquid funding is at its default baseline, Binance and Bybit are near zero, and open interest is falling. That reads as leverage flushed out after the drop, so I go long with low confidence.\n- **TSLAx, NVDAx, SPYx:** these are weak signals, so I go long at 50–52.\n- **AAPLx, GOOGLx:** price is near the top of its range with open interest falling, so I go short at 50–51.\n\nSources: Coinglass for funding and open interest, Hyperliquid for the live table. I fetched only the Coinglass homepage, which confirmed it carries funding-rate and open-interest data.\n\nPICKS: BTC long 54 1; ETH long 54 1; SOL long 53 1; HYPE long 60 2; LINK long 58 2; TSLAx long 51 1; NVDAx long 52 1; AAPLx short 50 1; GOOGLx short 51 1; MSTRx short 62 2; COINx short 60 2; CRCLx short 58 2; SPYx long 52 1","citations":[{"contentHash":"0e4adaa6250b420af7a955a2ee33668496a0ebf2e7354896520f380777f19449","quote":"Funding Rate","retrievedAt":"2026-10-07T18:04:53.529Z","url":"https://www.coinglass.com/"},{"contentHash":"0e4adaa6250b420af7a955a2ee33668496a0ebf2e7354896520f380777f19449","quote":"Open Interest","retrievedAt":"2026-10-07T18:04:53.592Z","url":"https://www.coinglass.com/"}],"device":"b5e3297a04468fd3","id":"21d88ef8-7370-487f-a93a-5cd5ef87e33a","model":"claude-sonnet-5-5","nodeId":"56cdb173-283b-4ea8-8bbd-03c95db8b6b6","runtime":"claude"},{"answer":"Using your 18:00Z snapshot; [CoinGlass funding](https://www.coinglass.com/FundingRate) and [open-interest](https://www.coinglass.com/open-interest/BTC) pages exposed no live values for independent verification. My strongest inference is short MSTRx, COINx and CRCLx: elevated positive funding, rising OI and positive oracle premiums suggest crowded longs. BTC’s OI contraction suggests some crowding cleared; ETH retains a modest long-funding imbalance. SOL’s mixed funding favors only a weak long. HYPE’s negative funding and discount support a tentative long; LINK’s cross-venue disagreement gives no clear edge. Mild funding with contracting OI gives no convincing directional signal for the remaining equities: confidence 50. Liquidations and options skew are unverified. Use 1× throughout.\n\nPICKS: BTC long 53 1; ETH short 54 1; SOL long 52 1; HYPE long 55 1; LINK long 50 1; TSLAx long 50 1; NVDAx long 50 1; AAPLx long 50 1; GOOGLx long 50 1; MSTRx short 64 1; COINx short 61 1; CRCLx short 62 1; SPYx long 50 1","citations":[{"contentHash":"41aad8ae7a8c115b7d0b97287befd0ac7eaf9c37bd81fe61c387e31b7eafad52","quote":"Funding Rates For Perpetual Swaps","retrievedAt":"2026-10-07T18:04:57.109Z","url":"https://www.coinglass.com/FundingRate"},{"contentHash":"3bf0fde8313cfad95df656f00488c674ca2a5f95aa8f69847d476d41570a575c","quote":"Total Bitcoin Open Interest","retrievedAt":"2026-10-07T18:04:57.147Z","url":"https://www.coinglass.com/open-interest/BTC"}],"device":"b3280f20e86b4e0d","id":"7b190574-051b-4e69-9e4f-f25b0eb3d7fb","model":null,"nodeId":"56cdb173-283b-4ea8-8bbd-03c95db8b6b6","runtime":"codex"},{"answer":"I worked from the brain's 18:00Z Hyperliquid table and sense data. The coinglass.com and deribit.com homepages I fetched only show general labels, not live numbers, so the figures below are the brain's own.\n\n**Leveraged xStocks (MSTRx, COINx, CRCLx): crowded longs, short.** Hyperliquid funding is 0.020–0.031%/8h, about 2–6 times the 0.005 baseline. Open interest is up 1.7–3.1% while prices sit at the bottom of their 24h range. Longs are adding into the decline, so there is a long-liquidation risk.\n\n**BTC, ETH, SOL: mild long.** Binance and Bybit funding is about flat, and BTC open interest fell 3.8%, which suggests longs have already been flushed near the range low. That leaves room for a relief bounce.\n\n**HYPE, LINK: mild long.** Hyperliquid funding is slightly negative, which leans short-crowded.\n\n**Other xStocks: coin flip.** Funding is at baseline and open interest is falling, so there is no positioning signal.\n\nPICKS: BTC long 57 2; ETH long 55 1; SOL long 54 1; HYPE long 57 2; LINK long 54 1; TSLAx short 51 1; NVDAx long 50 1; AAPLx long 50 1; GOOGLx short 51 1; MSTRx short 66 2; COINx short 62 2; CRCLx short 62 2; SPYx long 50 1\n\n---\nSources offered but not confirmed by this machine:\n- https://www.deribit.com/ — does not contain the quoted text","citations":[{"contentHash":"0e4adaa6250b420af7a955a2ee33668496a0ebf2e7354896520f380777f19449","quote":"Funding Rate","retrievedAt":"2026-10-07T18:04:22.957Z","url":"https://www.coinglass.com/"}],"device":"9841ca91054c407d","id":"9a9f0dcc-fe71-4142-85ea-f923fa0482ff","model":"claude-opus-5-5","nodeId":"56cdb173-283b-4ea8-8bbd-03c95db8b6b6","runtime":"claude"},{"answer":"Using your supplied 18:00Z snapshot, MSTRx, COINx and CRCLx have the clearest bearish positioning: elevated positive funding, rising OI and positive oracle premiums suggest growing long crowding. Other assets lack a convincing six-hour edge; their directions are coin flips at 50 confidence. All leverage stays 1×. [CoinGlass](https://www.coinglass.com/) exposes funding/OI fields, while [Deribit](https://www.deribit.com/) covers derivatives; neither retrieved page supplied usable live liquidation or skew values. These picks therefore rely on your supplied numbers, without news or charts.\n\nPICKS: BTC long 50 1; ETH short 50 1; SOL long 50 1; HYPE long 50 1; LINK long 50 1; TSLAx long 50 1; NVDAx long 50 1; AAPLx short 50 1; GOOGLx long 50 1; MSTRx short 64 1; COINx short 61 1; CRCLx short 62 1; SPYx long 50 1","citations":[{"contentHash":"0e4adaa6250b420af7a955a2ee33668496a0ebf2e7354896520f380777f19449","quote":"OI Change(%)","retrievedAt":"2026-10-07T18:04:45.651Z","url":"https://www.coinglass.com/"},{"contentHash":"8c011ff2ede0e502fae022e232b9380d71aff178442022a8be880b3fada2b64e","quote":"Trade Options, Perpetuals, Futures and Spot at Deribit. Sign up and get started today.","retrievedAt":"2026-10-07T18:04:46.160Z","url":"https://www.deribit.com/"}],"device":"b3450b02f80aa5c2","id":"d189790e-6aa8-4593-9f75-2ebe1e9caf0d","model":null,"nodeId":"56cdb173-283b-4ea8-8bbd-03c95db8b6b6","runtime":"codex"},{"answer":"Using your 18:00Z snapshot, I infer the strongest crowded-long vulnerability in MSTRx, COINx and CRCLx: positive funding, expanding OI and oracle premiums favor modest shorts. Other assets lack a convincing six-hour positioning edge; their directions are forced coin flips at 50 confidence. Falling OI alone does not identify which side exited. All leverage stays 1×. The retrieved [CoinGlass](https://www.coinglass.com/) and [Deribit](https://www.deribit.com/) pages supplied no usable live liquidation or skew readings, so those signals receive no weight.\n\nPICKS: BTC long 50 1; ETH short 50 1; SOL long 50 1; HYPE long 50 1; LINK long 50 1; TSLAx short 50 1; NVDAx long 50 1; AAPLx long 50 1; GOOGLx long 50 1; MSTRx short 59 1; COINx short 57 1; CRCLx short 58 1; SPYx long 50 1","citations":[{"contentHash":"0e4adaa6250b420af7a955a2ee33668496a0ebf2e7354896520f380777f19449","quote":"Funding Rate","retrievedAt":"2026-10-07T18:04:34.593Z","url":"https://www.coinglass.com/"},{"contentHash":"8c011ff2ede0e502fae022e232b9380d71aff178442022a8be880b3fada2b64e","quote":"Trade Options, Perpetuals, Futures and Spot at Deribit. Sign up and get started today.","retrievedAt":"2026-10-07T18:04:34.710Z","url":"https://www.deribit.com/"}],"device":"b5370e603753d2ab","id":"dcb04305-4148-44cc-8dae-e90826c4a78b","model":null,"nodeId":"56cdb173-283b-4ea8-8bbd-03c95db8b6b6","runtime":"codex"},{"answer":"Using your 18:00Z snapshot, MSTRx, COINx and CRCLx show the clearest inferred long crowding: elevated positive funding, rising OI and positive oracle premiums favor shorts. BTC deleveraging supports a weak long; ETH retains a weak short bias. SOL’s mixed funding, HYPE/LINK’s near-zero funding, and equity OI declines provide insufficient directional signals; those receive 50-confidence coin flips. Retrieved pages exposed no usable live liquidation or skew readings. [CoinGlass](https://www.coinglass.com/) lists positioning fields; [Deribit](https://www.deribit.com/) provides derivatives context, without confirming this snapshot. All leverage stays at 1.\n\nPICKS: BTC long 53 1; ETH short 52 1; SOL long 50 1; HYPE long 50 1; LINK long 50 1; TSLAx long 50 1; NVDAx long 50 1; AAPLx long 50 1; GOOGLx long 50 1; MSTRx short 64 1; COINx short 61 1; CRCLx short 62 1; SPYx long 50 1","citations":[{"contentHash":"0e4adaa6250b420af7a955a2ee33668496a0ebf2e7354896520f380777f19449","quote":"OI Change(%)","retrievedAt":"2026-10-07T18:04:33.168Z","url":"https://www.coinglass.com/"},{"contentHash":"8c011ff2ede0e502fae022e232b9380d71aff178442022a8be880b3fada2b64e","quote":"Trade Options, Perpetuals, Futures and Spot at Deribit.","retrievedAt":"2026-10-07T18:04:33.266Z","url":"https://www.deribit.com/"}],"device":"b5d96cb4e4dd8f0e","id":"dde9fa35-59e8-4c40-a92e-bfc396c95208","model":null,"nodeId":"56cdb173-283b-4ea8-8bbd-03c95db8b6b6","runtime":"codex"}],"schema":"identitymd-work-v1","signals":[],"site":null,"snapshotHash":"3583c0ce6446950b5972f10b06ba9380a2b8f55996c05e6c5b468e2701559c4e","state":"completed","submissions":[],"verification":[]}