{"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":"6f483ee7-8a27-4b81-929c-a0329c69a817","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 2026-10-10-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 24 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 2026-10-10T18:00Z) - 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 83075|+0.00 +0.16 +0.47 -2.16|r92|+0.48 -1.35|f0.0000|oi3157M v876M|p-0.05\nETH 2506.92|-0.01 -0.03 +0.78 -6.62|r78|-0.27 -4.29|f0.0013|oi2841M v398M|p-0.05\nSOL 109.95|+0.00 -0.46 +0.06 -8.29|r66|-1.55 -5.82|f0.0013|oi631M v88M|p-0.02\nHYPE 85.364|-0.02 -1.04 +0.47 -4.21|r60|-0.39 -3.78|f0.0013|oi1703M v235M|p+0.03\nLINK 13.084|-0.27 +0.07 +1.93 -5.89|r70|+0.92 -3.58|f0.0013|oi74M v4M|p-0.05\nTSLAx 382.77|-0.02 +0.13 -0.20 +3.22|r20|+1.00 +1.69|f0.0006|oi44M v3M|p+0.00\nNVDAx 230.26|-0.03 +0.04 +0.30 -1.85|r89|-1.17 -2.13|f0.0006|oi110M v26M|p-0.02\nAAPLx 336.09|-0.01 +0.04 +0.39 +0.77|r16|-0.23 +0.38|f0.0006|oi34M v4M|p+0.00\nGOOGLx 350.93|-0.01 -0.29 -0.37 +2.20|r11|+0.19 +1.06|f-0.0004|oi98M v9M|p-0.04\nMSTRx 156.4|+0.17 +0.53 +0.12 -3.87|r97|+1.69 -1.89|f0.0006|oi46M v2M|p+0.03\nCOINx 181.16|+0.12 +0.23 -0.65 -1.91|r45|+1.80 -0.83|f0.0006|oi18M v2M|p+0.01\nCRCLx 86.008|-0.00 +0.20 -0.76 +4.72|r94|+3.88 +3.67|f0.0006|oi126M v9M|p+0.01\nSPYx 7810.9|+0.01 -0.01 +0.04 +1.01|r31|+0.23 +0.51|f0.0006|oi375M v42M|p-0.01\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 24h:\nBTC hl0.0001 bn0.0009 by-0.0021 oi-0.8%\nETH hl0.0100 bn0.0007 by-0.0031 oi+2.0%\nSOL hl0.0100 bn0.0023 by-0.0056 oi-0.0%\nHYPE hl0.0100 oi+0.2%\nLINK hl0.0100 bn0.0045 by-0.0012 oi+2.2%\nTSLAx hl0.0050 oi-0.8%\nNVDAx hl0.0050 oi-5.7%\nAAPLx hl0.0050 oi+1.4%\nGOOGLx hl-0.0028 oi-0.8%\nMSTRx hl0.0050 oi+0.7%\nCOINx hl0.0050 oi-4.6%\nCRCLx hl0.0050 oi+0.1%\nSPYx hl0.0050 oi+1.7%\nOKX futures:\nBTC: open interest $2.49B (-0.5% vs 1d ago), liquidated last 16h: longs $10k vs shorts $621k\nETH: open interest $1.50B (+0.1% vs 1d ago), liquidated last 3h: longs $11k vs shorts $562k\nSOL: open interest $336.3M (-0.3% vs 1d ago), liquidated last 22h: longs $208k vs shorts $2.2M","parentJobId":null,"planHash":"d36513990e5516a60f098e163a7590b7023e45bec6913948e2cccb61ecb5aefe","previousHash":"0000000000000000000000000000000000000000000000000000000000000000","projectId":"6f483ee7-8a27-4b81-929c-a0329c69a817","publication":{"commit":null,"deliveredAt":null,"repoUrl":null},"receiptIdentity":{"adapter":"0xde152afb7db5373f34876e1499fbd893a82dd336","chainId":1,"collection":"0x0000ec93127baa929e58e97dd0095a2bfb38ec1d","registry":"0x8004a169fb4a3325136eb29fa0ceb6d2e539a432"},"registry":"0xb6d0a187b050fa5bb0b87033a203f37becf4a775","research":[{"answer":"The data points slightly up. Bybit funding is negative on BTC, ETH, SOL and LINK, and Binance funding is close to zero, so traders are not crowded into longs. On OKX, short liquidations far outweigh long ones: BTC $621k against $10k, ETH $562k against $11k, and SOL $2.2M against $208k. That pattern points to shorts being forced out, which tends to push prices up.\n\nETH and LINK open interest rose about 2% while shorts were being liquidated, so new longs look like they are adding. HYPE funding is at the standard base rate and its open interest is flat, so it gives no signal.\n\nThe tokenized stocks give little real signal. GOOGLx is the only asset with negative funding (shorts are paying), which favours a small contrarian long. NVDAx (−5.7%) and COINx (−4.6%) are losing open interest as positions close. SPYx open interest is building quietly.\n\nI took the funding and open-interest figures from your table rather than reading them off the sites, so the citations only show what each source covers. Leverage stays at 1–2.\n\nPICKS: BTC long 60 2; ETH long 60 2; SOL long 58 2; HYPE long 52 1; LINK long 56 1; TSLAx long 50 1; NVDAx short 53 1; AAPLx long 51 1; GOOGLx long 55 1; MSTRx long 54 1; COINx short 52 1; CRCLx short 52 1; SPYx long 52 1","citations":[{"contentHash":"b4a69383ed42b778e3bbb8026a36a2d1efd61d7c7f238638920ee5052d2f43d4","quote":"Liquidation (24h)","retrievedAt":"2026-10-09T16:53:01.603Z","url":"https://www.coinglass.com/"},{"contentHash":"b4a69383ed42b778e3bbb8026a36a2d1efd61d7c7f238638920ee5052d2f43d4","quote":"OI (24h%)","retrievedAt":"2026-10-09T16:53:01.886Z","url":"https://www.coinglass.com/"},{"contentHash":"8c011ff2ede0e502fae022e232b9380d71aff178442022a8be880b3fada2b64e","quote":"Trade Crypto Derivatives","retrievedAt":"2026-10-09T16:53:02.675Z","url":"https://www.deribit.com/"}],"device":"f2156c7086c7a2b8","id":"0523ab17-f1c4-41dc-bfc4-b6626ad5fe9d","model":"claude-opus-5-5","nodeId":"434d5904-6987-4d28-b602-6fb27e1131df","runtime":"claude"},{"answer":"Using your supplied 18:00Z snapshot; [CoinGlass OI](https://www.coinglass.com/pro/futures/Cryptofutures) and [liquidation](https://www.coinglass.com/liquidations) pages did not expose live values. My positioning inference favors modest ETH/LINK shorts: positive funding accompanies rising OI. BTC/SOL funding is mixed, leaving weak conviction. HYPE’s funding gives a slight short bias. Tokenized equities lack convincing crowding signals; their choices are coin flips except a weak GOOGLx long lean from negative funding. OI alone does not identify long versus short exposure. No verified options skew or basis adds conviction. All leverage stays at 1.\n\nPICKS: BTC long 50 1; ETH short 54 1; SOL long 50 1; HYPE short 52 1; LINK short 55 1; TSLAx short 50 1; NVDAx long 50 1; AAPLx short 50 1; GOOGLx long 51 1; MSTRx short 50 1; COINx long 50 1; CRCLx short 50 1; SPYx short 50 1","citations":[{"contentHash":"a328ca2a76090e5ebc7d5b62d2a4e535adaf77fae92ea4c6d6737283bbabee32","quote":"BTC Open Interest & Volume","retrievedAt":"2026-10-10T18:03:31.091Z","url":"https://www.coinglass.com/pro/futures/Cryptofutures"},{"contentHash":"a49adf54a790818dcf897e65cee1945c97947e5f65a826b49e408a7700e13682","quote":"Explore crypto liquidations across time periods and exchanges.","retrievedAt":"2026-10-10T18:03:31.122Z","url":"https://www.coinglass.com/liquidations"}],"device":"f138d40b9355e7bf","id":"4ea4c36b-b1a3-4239-99a4-21193ff6315c","model":null,"nodeId":"434d5904-6987-4d28-b602-6fb27e1131df","runtime":"codex"},{"answer":"Using your 18:00Z snapshot: BTC’s neutral funding and declining OI suggest little crowding; its long is a coin flip. ETH/LINK receive modest short biases from positive funding alongside rising OI. SOL’s disproportionate short liquidations suggest some squeeze fuel already spent. HYPE’s positive funding gives a weak short bias. Standard-looking equity funding and ambiguous OI changes provide no dependable signal: those picks are 50-confidence. All leverage is 1. [CoinGlass](https://www.coinglass.com/) exposed metric labels without live values; [Deribit](https://www.deribit.com/) exposed no usable current skew. Neither independently confirms the supplied numbers.\n\nPICKS: BTC long 50 1; ETH short 54 1; SOL short 52 1; HYPE short 51 1; LINK short 54 1; TSLAx short 50 1; NVDAx long 50 1; AAPLx short 50 1; GOOGLx long 50 1; MSTRx short 50 1; COINx long 50 1; CRCLx short 50 1; SPYx short 50 1","citations":[{"contentHash":"b4a69383ed42b778e3bbb8026a36a2d1efd61d7c7f238638920ee5052d2f43d4","quote":"OI Change(%)","retrievedAt":"2026-10-10T18:03:29.245Z","url":"https://www.coinglass.com/"},{"contentHash":"8c011ff2ede0e502fae022e232b9380d71aff178442022a8be880b3fada2b64e","quote":"Trade Options, Perpetuals, Futures and Spot at Deribit.","retrievedAt":"2026-10-10T18:03:29.567Z","url":"https://www.deribit.com/"}],"device":"e1e05a922ec07a88","id":"5486fd8c-bf1c-4f9d-b12f-0caff5d9ec3f","model":null,"nodeId":"434d5904-6987-4d28-b602-6fb27e1131df","runtime":"codex"},{"answer":"Using your 18:00Z snapshot: BTC funding is mixed and OI declining, giving no clear edge. ETH/LINK OI expansion with positive Hyperliquid funding suggests mild long crowding; HYPE’s positive basis adds a weak short bias. SOL’s mixed funding offsets its short-liquidation imbalance. GOOGLx’s negative funding supports a weak contrarian long. Other xStocks’ modest funding and OI changes lack convincing directional signals: confidence 50. These are positioning inferences, not calibrated probabilities; leverage stays 1. [CoinGlass funding](https://www.coinglass.com/FundingRate) and [OI/liquidation dashboard](https://www.coinglass.com/) exposed no populated live figures, so numerical inputs remain your supplied snapshot.\n\nPICKS: BTC long 50 1; ETH short 54 1; SOL long 50 1; HYPE short 52 1; LINK short 54 1; TSLAx long 50 1; NVDAx long 50 1; AAPLx short 50 1; GOOGLx long 52 1; MSTRx short 50 1; COINx long 50 1; CRCLx short 50 1; SPYx short 50 1","citations":[{"contentHash":"41aad8ae7a8c115b7d0b97287befd0ac7eaf9c37bd81fe61c387e31b7eafad52","quote":"Funding Rates For Perpetual Swaps","retrievedAt":"2026-10-10T18:03:33.743Z","url":"https://www.coinglass.com/FundingRate"},{"contentHash":"b4a69383ed42b778e3bbb8026a36a2d1efd61d7c7f238638920ee5052d2f43d4","quote":"OI Change(%)","retrievedAt":"2026-10-10T18:03:33.762Z","url":"https://www.coinglass.com/"}],"device":"f0ca4c17025726f8","id":"5e5ba3d9-d79f-4e99-8c4c-714d865e58d0","model":null,"nodeId":"434d5904-6987-4d28-b602-6fb27e1131df","runtime":"codex"},{"answer":"Shorts look crowded in the majors, but the signal is weak. On Bybit, funding is negative for BTC, ETH and SOL (−0.0021, −0.0031 and −0.0056 %/8h), while Binance is slightly positive and Hyperliquid funding is near flat. OKX liquidations were lopsided towards shorts: BTC $621k shorts vs $10k longs, ETH $562k vs $11k, SOL $2.2M vs $208k. That is a mild squeeze, so I lean long the majors. ETH also added open interest (+2.0%) while shorts were being liquidated.\n\nLINK's open interest rose 2.2% with positive Binance funding, so new longs are piling in; I lean short. GOOGLx is the only xStock with negative funding (−0.0028), so I lean long there. NVDAx (−5.7%) and COINx (−4.6%) are shedding open interest, which shows no clear crowding either way. HYPE and the other xStocks show no real signal, so they are coin flips at 50.\n\nSources: coinglass.com and deribit.com (both homepages only), plus the live data supplied in the prompt.\n\nPICKS: BTC long 58 2; ETH long 60 2; SOL long 58 2; HYPE long 50 1; LINK short 55 1; TSLAx long 50 1; NVDAx short 50 1; AAPLx long 50 1; GOOGLx long 55 1; MSTRx long 52 1; COINx short 50 1; CRCLx short 50 1; SPYx long 50 1","citations":[{"contentHash":"b4a69383ed42b778e3bbb8026a36a2d1efd61d7c7f238638920ee5052d2f43d4","quote":"Global Asset Data Analytics","retrievedAt":"2026-10-10T18:03:28.014Z","url":"https://www.coinglass.com/"},{"contentHash":"8c011ff2ede0e502fae022e232b9380d71aff178442022a8be880b3fada2b64e","quote":"Trade Crypto Derivatives","retrievedAt":"2026-10-10T18:03:28.214Z","url":"https://www.deribit.com/"}],"device":"f20ec62b0213db3f","id":"61f2258f-ba4a-40bf-88e5-e8eb8ed66b57","model":"claude-opus-5-5","nodeId":"434d5904-6987-4d28-b602-6fb27e1131df","runtime":"claude"},{"answer":"**Reasoning (positioning only):** Shorts look crowded on the majors. Bybit funding is negative on BTC (-0.0021), ETH (-0.0031), SOL (-0.0056) and LINK, and OKX liquidations hit mostly shorts (BTC $621k shorts vs $10k longs, ETH $562k vs $11k, SOL $2.2M vs $208k). That points to a squeeze, so I lean long on the majors, though with low conviction. Hyperliquid funding sits at the 0.01%/8h baseline, so longs there aren't crowded. LINK's open interest rose 2.2% while funding stayed flat, a mild long. GOOGLx is the only asset with negative funding (-0.0028), so I take the contrarian long. NVDAx and COINx are deleveraging (OI -5.7% and -4.6%), which gives no direction. The other xStocks show baseline funding and flat OI, so they're coin flips. I used the live data supplied at 18:00Z, with CoinGlass (funding, OI, liquidation views) and Deribit (options venue) for context. I couldn't get options skew, so it isn't in this read.\n\nPICKS: BTC long 60 2; ETH long 60 2; SOL long 58 1; HYPE long 52 1; LINK long 55 1; TSLAx long 50 1; NVDAx short 52 1; AAPLx long 50 1; GOOGLx long 55 1; MSTRx long 53 1; COINx short 52 1; CRCLx long 50 1; SPYx long 51 1","citations":[{"contentHash":"b4a69383ed42b778e3bbb8026a36a2d1efd61d7c7f238638920ee5052d2f43d4","quote":"Funding Rate","retrievedAt":"2026-10-10T18:03:28.741Z","url":"https://www.coinglass.com/"},{"contentHash":"b4a69383ed42b778e3bbb8026a36a2d1efd61d7c7f238638920ee5052d2f43d4","quote":"Liquidation","retrievedAt":"2026-10-10T18:03:28.752Z","url":"https://www.coinglass.com/"},{"contentHash":"8c011ff2ede0e502fae022e232b9380d71aff178442022a8be880b3fada2b64e","quote":"With ~85% market share in BTC and ETH options, there’s only one place to go.","retrievedAt":"2026-10-10T18:03:28.827Z","url":"https://www.deribit.com/"}],"device":"f2101c240e0b52a9","id":"b422871d-6e19-435c-a973-1a3a55ba71a2","model":"claude-opus-5-5","nodeId":"434d5904-6987-4d28-b602-6fb27e1131df","runtime":"claude"},{"answer":"Using your supplied 18:00Z snapshot, I infer weak contrarian shorts for ETH and LINK from rising OI and positive Hyperliquid funding; mixed cross-venue funding limits confidence. HYPE’s positive funding and premium suggest a slight short bias. GOOGLx’s negative funding suggests a slight long bias. Other signals are inconclusive: declining OI does not identify which side exited, and completed short liquidations do not establish future buying. Those picks receive 50 confidence. All leverage is 1. [CoinGlass](https://www.coinglass.com/) exposed metric headings without live values; [Deribit](https://www.deribit.com/) provided derivatives context but no usable current skew. Neither independently verified the snapshot.\n\nPICKS: BTC long 50 1; ETH short 53 1; SOL long 50 1; HYPE short 52 1; LINK short 54 1; TSLAx short 50 1; NVDAx long 50 1; AAPLx short 50 1; GOOGLx long 52 1; MSTRx short 50 1; COINx long 50 1; CRCLx short 50 1; SPYx short 50 1","citations":[{"contentHash":"b4a69383ed42b778e3bbb8026a36a2d1efd61d7c7f238638920ee5052d2f43d4","quote":"Funding Rate","retrievedAt":"2026-10-10T18:03:29.939Z","url":"https://www.coinglass.com/"},{"contentHash":"8c011ff2ede0e502fae022e232b9380d71aff178442022a8be880b3fada2b64e","quote":"Trade Options, Perpetuals, Futures and Spot at Deribit. Sign up and get started today.","retrievedAt":"2026-10-10T18:03:30.045Z","url":"https://www.deribit.com/"}],"device":"e5ed95d8889ee194","id":"b639786a-3e98-4a63-a6eb-434020381437","model":null,"nodeId":"434d5904-6987-4d28-b602-6fb27e1131df","runtime":"codex"},{"answer":"Using your supplied 18:00Z snapshot: my positioning inference mildly favors ETH/LINK shorts because OI increased alongside positive Hyperliquid funding; conflicting exchange funding limits confidence. BTC/SOL lack a clear crowding edge. HYPE’s positive funding and high OI relative to volume give a weak short bias. Modest stock funding provides little signal; GOOGLx’s negative funding offers a weak contrarian long. Remaining picks are coin flips. All use 1× leverage. [Funding context](https://www.coinglass.com/FundingRate) and [liquidation context](https://www.coinglass.com/liquidations) loaded without numerical readings, so they do not independently verify the snapshot. No options signal was available.\n\nPICKS: BTC long 50 1; ETH short 54 1; SOL long 50 1; HYPE short 53 1; LINK short 55 1; TSLAx short 50 1; NVDAx long 50 1; AAPLx short 50 1; GOOGLx long 52 1; MSTRx short 50 1; COINx long 50 1; CRCLx short 50 1; SPYx short 50 1","citations":[{"contentHash":"41aad8ae7a8c115b7d0b97287befd0ac7eaf9c37bd81fe61c387e31b7eafad52","quote":"Funding Rates For Perpetual Swaps","retrievedAt":"2026-10-10T18:03:37.491Z","url":"https://www.coinglass.com/FundingRate"},{"contentHash":"a49adf54a790818dcf897e65cee1945c97947e5f65a826b49e408a7700e13682","quote":"Explore crypto liquidations across time periods and exchanges.","retrievedAt":"2026-10-10T18:03:38.185Z","url":"https://www.coinglass.com/liquidations"}],"device":"1aabf616dd57561c","id":"b72d3da1-b337-4346-b79d-42a7b700e7f6","model":null,"nodeId":"434d5904-6987-4d28-b602-6fb27e1131df","runtime":"codex"},{"answer":"Using your supplied Hyperliquid snapshot, ETH and LINK get weak contrarian shorts: positive funding accompanies rising OI. HYPE’s positive funding and premium suggest a slight short bias; GOOGLx’s negative funding suggests a slight long bias. Other signals lack sufficient directional strength: their 50-confidence choices are coin flips. OI declines alone do not establish direction. All leverage stays at 1×. [CoinGlass](https://www.coinglass.com/) exposes funding/OI categories, but its retrieved table contained no live values; [Deribit](https://www.deribit.com/) provided no usable current skew. Neither independently verifies the supplied snapshot. I exclude the supplied OKX observations under your source restriction.\n\nPICKS: BTC long 50 1; ETH short 53 1; SOL short 50 1; HYPE short 52 1; LINK short 54 1; TSLAx short 50 1; NVDAx long 50 1; AAPLx short 50 1; GOOGLx long 51 1; MSTRx short 50 1; COINx long 50 1; CRCLx short 50 1; SPYx short 50 1","citations":[{"contentHash":"b4a69383ed42b778e3bbb8026a36a2d1efd61d7c7f238638920ee5052d2f43d4","quote":"Funding Rate","retrievedAt":"2026-10-10T18:03:33.303Z","url":"https://www.coinglass.com/"},{"contentHash":"8c011ff2ede0e502fae022e232b9380d71aff178442022a8be880b3fada2b64e","quote":"Trade Options, Perpetuals, Futures and Spot at Deribit.","retrievedAt":"2026-10-10T18:03:33.385Z","url":"https://www.deribit.com/"}],"device":"f1bc2d45837b6b78","id":"ed218c20-904e-4324-a0a4-0ce140e86caf","model":null,"nodeId":"434d5904-6987-4d28-b602-6fb27e1131df","runtime":"codex"}],"schema":"identitymd-work-v1","signals":[],"site":null,"snapshotHash":"527052a776ecfde56af93d3d16de5f2052046482adaf9b74527fdd1d25f24153","state":"completed","submissions":[],"verification":[]}