diff --git a/.github b/.github new file mode 100644 --- /dev/null +++ b/.github @@ -0,0 +1,1 @@ +/home/me/aesthetic-computer/modes \ No newline at end of file diff --git a/grants/SCORE.md b/grants/SCORE.md --- a/grants/SCORE.md +++ b/grants/SCORE.md @@ -7,12 +7,18 @@ | Application | Deadline | Amount | Status | Folder | |---|---|---|---|---| | Error 406 [Netstalgia] Not Acceptable | 2026-05-04 (23:59 CEST) | €1,500–7,000 (asking €5.5k) | DRAFT v0 ready | `error-406-netstalgia/` | -| NY Art Book Fair — Project Space | 2026-05-08 | self-funded (Project Space fee covered by Aesthetic Inc) | GO — public preview live at [aesthetic.computer/printed-matter-2026](https://aesthetic.computer/printed-matter-2026) | `printed-matter-project-space-2026/` | +| NY Art Book Fair — Project Space | 2026-05-08 | $3,500 stipend | DRAFT v0 ready | `printed-matter-project-space-2026/` | | Oracle Egg — BROILER Residency (Fall 2026) | 2026-05-15 (23:59 PST) | TBD | DRAFT v0 ready | `oracle-egg-broiler-2026/` | +<<<<<<< HEAD | Serpentine — Future Art Ecosystems R&D Fellowship: Art × Convergence | 2026-06-07 (midnight BST) | £10,000 + London travel/lodging | DRAFT v0 ready | `serpentine-fae-2026/` | | SSRC — Just Tech Fellowship | 2026-06-28 (23:59 EST) | up to $60,000 (1 yr, unrestricted) | SOURCED — researching (Fia, 2026-05-14); no folder yet | — | | ~~CalArts CCAT — Technical Director, BB6 studio (job, not grant)~~ | posting closed (verified 2026-05-21) | $100k–$125k / yr | **CLOSED — not submitted.** Paycom job 154720 returns "We Couldn't Find This Job"; CalArts careers portal lists no CCAT roles. Verified: CCAT = CHANEL Center for Artists and Technology, ED MaryClare Brzytwa. Draft archived in vault `calarts-ccat-tech-director-2026/`; public page reframed as archived record. Reopen if CCAT reposts a TD / related role. | `calarts-ccat-2026/` | | ~~Francis Gallery painting exhibition~~ | passed (2026-04-30) | two $15k prizes | MISSED — the public Summer Exhibition deadline was 2026-04-30 (Fia's text said May 30, incorrect). Track 2027; if a separate private call exists, restart this folder. | `francis-gallery-2026/` | +======= +| CultureHub — LA Residency 2026 | 2026-05-20 (23:59 PT) | $2,000 stipend | DRAFT v0 ready | `culturehub-la-2026/` | +| CalArts CCAT — Technical Director, BB6 studio (job, not grant) | rolling (listed start 2026-04-13, past) | $100k–$125k / yr | DRAFT v0 ready | `calarts-ccat-tech-director-2026/` | +| ~~Francis Gallery solo painting exhibition~~ | parked | — | parked — public Summer Exhibition deadline was 2026-04-30 (now past); track 2027. If Fia's source is a different/private call, restart this folder. | `francis-gallery-2026/` | +>>>>>>> ba94c7807 (grants/SCORE: sync deadlines table with current folder state) | Smart History — Contributor essay | rolling | unpaid | PITCH.md drafted (send first; PhD-or-equiv clause) | `smarthistory-essay/` | ### Drafted vs. submitted @@ -25,23 +31,27 @@ draft to fit, fill in unanswered questions, and submit. ## Sourced — researching (not yet drafted) -Surfaced in the 2026-05-19 Fia sweep (iMessage + email). Public-OK -calls; sensitive sourcing context stays in the vault honeydo. +From the 2026-05-19 Fia sweep (iMessage + email). See the dated block +in `personal/honeydo.md` for the source quotes. | Opportunity | Deadline | Amount | Fit / next | |---|---|---|---| -| SSRC Just Tech Fellowship | 2026-06-28 (23:59 EST) | up to $60,000 / yr | Tech-and-society creative practice — strong AC fit. Promote to `grants/ssrc-just-tech-2026/` + RESEARCH. | -| Pollock-Krasner Foundation | rolling | up to $50,000 | Visual artists w/ exhibition record + financial need; Jeffrey qualifies (KADIST/SMK). Could fund SF / PAX East travel. | -| Critical Playground (pitch) | unconfirmed | unknown | criticalplayground.org publication; Smarthistory-style pitch-first. Verify the call exists before drafting. | -| CAC Individual Artist Fellowship — **Legacy** (via LAPP, LA County) | 2026-06-06 (23:59 PT) | $50,000 unrestricted | DRAFT v0 ready in vault `cac-iaf-2026/`. Statewide California Arts Council program, regional admin = Los Angeles Performance Practice. 5 narrative answers + samples plan + letter-of-support plan; canonical 2026 guideline PDF cached locally. | +| SSRC Just Tech Fellowship | 2026-06-28 (23:59 EST) | up to $60,000 / yr | Tech-and-society creative practice — strong AC fit. Promote to `grants/ssrc-just-tech-2026/` + RESEARCH. Source: Fia link 2026-05-14. | +| Pollock-Krasner Foundation | rolling | up to $50,000 | Visual artists w/ exhibition record + financial need; Jeffrey qualifies (KADIST/SMK). Could fund SF / PAX East travel. Source: Fia 2026-05-15 ("got it easily before"). | +| Critical Playground (pitch) | unconfirmed | unknown | criticalplayground.org publication; Smarthistory-style pitch-first. Verify the call exists. Source: Fia 2026-04-15. | +| CAC Individual Artist Fellowship — **Legacy** (via LAPP, LA County) | 2026-06-06 (23:59 PT) | $50,000 unrestricted | DRAFT v0 ready · 5 narrative answers (Legacy tier) + samples plan + letter-of-support plan + checklist in `cac-iaf-2026/DRAFT.md`. Local guideline PDF in `cac-iaf-2026/reference/`. Next: ask Casey Reas for the colleague letter (required, uploaded by him). | ## Submitted / Decided +<<<<<<< HEAD | Application | Submitted | Decided | Outcome | Folder | |---|---|---|---|---| | CultureHub — LA Residency 2026 | 2026-05-21 | — | **Submitted, awaiting decision** — *Notepat Jam*: a six-channel audio piece performed solo on six salvaged laptops booted into AC Native (each voicing one channel of the 5:1 Kalio surround), plus open programming (public workshop + dialogue). Answers on Desktop: `CultureHub-LA-Residency-2026-Application.md`. | `culturehub-2026/` | | Tezos Foundation — Ecosystem Grant (KidLisp Keeps v12 + LA adoption) | 2026-05-22 | — | **Submitted, awaiting decision** — *KidLisp Keeps v12*: $45,000 across 5 milestones (~14 weeks). v12 contract (rotatable signer, role separation, holder-governed metadata, opt-in v11→v12 migration) released as a reusable Smart Contract Template, plus tutorial videos, custom keeps wallet polish, LA adoption sessions at NELA Computer Club, and an outreach campaign into fxhash/objkt. Rolling Q2 cycle → reviewed July 2026. Management: . | `tezos-foundation-keeps-2026/` | | Are.na Annual Vol. 8 — pitch (theme "Score.") | 2026-04-20 | 2026-05-08 | **Rejected** — Meg Miller (editorial director). Channel `aesthetic-computer/self-teaching-scores` (68 blocks) + pitch page stay live; track for Vol. 9. | `gigs/are-na-annual-vol-8/` | +======= +(none yet — see `grants/lacma-2026/` for prior reference.) +>>>>>>> ba94c7807 (grants/SCORE: sync deadlines table with current folder state) ## Personal Logistics (not grants but tracked here) diff --git a/marketing/campaigns/collectors-altman-facetime/cover-prompt.txt b/marketing/campaigns/collectors-altman-facetime/cover-prompt.txt new file mode 100644 --- /dev/null +++ b/marketing/campaigns/collectors-altman-facetime/cover-prompt.txt @@ -0,0 +1,131 @@ +A photograph of a colored-pencil and gouache drawing on warm cream +paper, in tall vertical portrait orientation. Confident hatching and +striping build tone. Tapered pencil edges. Optical mixing in patterned +surfaces. Visible paper grain. Print-work sensibility. Diegetic light +only — never overlay glow. Editorial peer-horizontality: both figures +share the same eye-line, neither one centered as a hero. Candid +iPhone-snapshot tone, deadpan everyday-help — NOT cinematic, NOT +neon-noir, NOT a portrait studio. NEITHER figure looks at the camera +or acknowledges the viewer in any way; both are fully absorbed in +their own tasks. The drawing dissolves softly to pure cream paper at +the edges with no hard frame and no app UI overlays of any kind. + +The scene: jeffrey's lived-in los angeles home office in late +afternoon. A long warm-walnut desk against a tall west-facing window. +A pale oak floor with a small worn persian rug underfoot. Warm +late-afternoon golden side-light falling across the desk from the +right. One small monstera leaf at the corner of the desk. A +half-drunk mug of black coffee on a cork coaster. A yellow legal pad +with a few hand-written notes pushed to the edge. At the back-right +corner of the desk, a small beige tp-link wireless router with two +stubby antennas and tiny green leds; a short butter-yellow cat6 +ethernet cable loops out of its back and dangles down behind the desk. + +Two walnut chairs side-by-side at the desk, both figures seated at +the same eye-line, both facing the desk at a slight 3/4 angle to the +camera. + +On the right of the frame: Sam Altman, recognizably him — mid-late +30s, clean-shaven, slight build, soft wavy brown hair parted to one +side, small attentive eyes, the gentle slightly-tense mouth from his +press photos. He wears a plain navy crewneck t-shirt under a +heathered light-grey patagonia-style fleece vest, dark grey +straight-leg trousers, and plain white low-top sneakers. His +expression is visibly frustrated and a little embarrassed: brows knit +gently, mouth pressed into a thin almost-grimace, faint flush across +the cheeks. His right hand rubs the back of his own neck; his left +hand hovers indecisively just over the trackpad of his own laptop, +fingers slightly curled, not quite touching. He is leaning forward +into the laptop with a faint slump of defeat. His attention is locked +entirely on the frozen FaceTime tile — he has no awareness of the +camera or of jeffrey. + +Sam's laptop, open on the desk directly in front of him: a plain +silver Apple MacBook Pro, 14-inch, matte aluminum, completely +unstickered, no decorations of any kind. The lid is open AWAY from +the camera so the screen faces the viewer at a slight 3/4 angle — +the matte aluminum lid-back is NOT visible. Render the aluminum +chassis in cool grey colored-pencil cross-hatching, never an +airbrushed metallic gradient. + +ON Sam's MacBook Pro screen: a macOS FaceTime call window dominates +the screen, drawn in the same colored-pencil hatching as everything +else — never a glossy ui render. The remote video tile fills most of +the window: a recognizably east-asian man in his early 40s, short +black hair, slim wire-rimmed glasses, a plain charcoal collared shirt, +sitting in front of a softly out-of-focus modern apartment interior +with a tall paper-shade lamp behind him and a sliver of a balcony with +hanging laundry — clearly a chinese city apartment in evening light, +not a sterile office. He is FROZEN mid-expression: mouth slightly open +in the middle of a word, one hand raised in a mid-gesture, the image +visibly pixelated and slightly stretched with classic codec +macroblock artifacts hatched in as small flat colored squares. A small +"poor connection" indicator with half-filled signal bars sits in the +upper-left of the call tile, and a small self-view thumbnail in the +corner of the call shows Sam's own face, also slightly frozen. A +faint macOS menubar runs along the top of the screen and a faint +dock along the bottom — no readable third-party brand text. The +screen is NOT a thumbnail of the surrounding room — only the FaceTime +call. + +On the left of the frame, seated beside Sam at the same eye-line: +the man in the reference photos — recognizably him, medium-length +brown hair tucked behind one ear, soft red plastic glasses dangling +on a thin cord around his neck (not currently on his face). He wears +a faded printed crewneck t-shirt — a small hand-screened design across +the chest in muted coral and butter-yellow that reads as a tiny +hand-lettered piece-name word but is not legible as a real brand — +under an open soft-grey knit cardigan with sleeves pushed to the +forearms, wide-leg medium-cobalt linen trousers, and worn black canvas +low-top sneakers with white rubber soles. + +In jeffrey's lap, balanced calmly across his knees: his own laptop — +a chartreuse citrus-green Apple MacBook Neo, clamshell open, the +regular silver apple logo just visible on the (mostly hidden) lid. +No stickers, no butterfly, no cards on the lid, nothing in front of +the laptop in the camera plane. The Neo's screen is angled toward +jeffrey himself, so the camera mostly reads the foreshortened keyboard +and a sliver of screen edge — we see the saturated green chassis +clearly but the screen content is not legible. Both of jeffrey's +hands rest calmly on the Neo's keyboard, fingers in fluid motion (a +soft pencil-hatched suggestion of typing, not a frantic blur) — he is +running a network diagnostic / speedtest from his own machine while +Sam waits on the call. His expression is calm, patient, and quietly +capable: a faint closed-mouth half-smile, eyes attentive on his own +keyboard. He is NOT looking at Sam, at Sam's MacBook Pro, or at the +camera. + +Read of the picture: Sam came over because his FaceTime to a colleague +in china keeps dropping. He's on his own silver MacBook Pro at +jeffrey's desk; jeffrey is sitting beside him on his chartreuse Neo, +calmly running a network diagnostic from his side while Sam tries to +keep the call going. They are peers at the same desk — neither savior +nor supplicant. The quiet dignity is in jeffrey's composure, not in +any hero pose. The joke reads on its own: the most powerful person in +ai cannot make a video call work, and the artist next to him is just +calmly running a ping. + +Palette: warm cream paper as the ground; warm afternoon golden side- +light hatched into the marks; warm walnut desk; muted persian-rug +reds and blues; cool grey colored-pencil hatching on Sam's silver +MacBook Pro chassis; one saturated chartreuse-citrus pop on jeffrey's +MacBook Neo (the brightest object in the frame); heathered grey on +Sam's fleece vest; cobalt blue on jeffrey's trousers; one warm coral +pop on jeffrey's red-glasses cord; soft butter-yellow on the cat6 +cable; muted matte black on the router and on jeffrey's sneakers. +Hand-drawn, hatched, print-tech-aware, print-comic restraint. + +Avoid: photoreal automotive or product rendering; cinematic neon glow; +any css-overlay light (the warmth comes from diegetic sun hatched into +the marks); ANY app, social-media, or story ui chrome beyond the +genuine macOS FaceTime window (no progress bars, no avatars, no +handles, no story chrome, no icons — this is just a drawing on cream +paper, NOT a screenshot of an app); any readable real brand text +(apple logo is ok, third-party app names are not); any visible content +on the Neo's screen — only the matte green back-edge and keys are +seen; any other recursive screen-of-the-room reflection; cartoon +exaggeration; smoothed-out skin; figures looking at or acknowledging +the camera; hero-pose centering; stickers or butterflies on either +laptop; anything occluding either laptop in the camera plane. Keep +both figures at one matter-of-fact eye-line and let the joke read on +its own. diff --git a/reports/2026-04-24-mvis-s3-prospectus-resale.md b/reports/2026-04-24-mvis-s3-prospectus-resale.md new file mode 100644 --- /dev/null +++ b/reports/2026-04-24-mvis-s3-prospectus-resale.md @@ -0,0 +1,102 @@ +# MVIS Form S-3 — Resale Registration of High Trail Convertible Note Shares + +**Filed:** April 24, 2026 (SEC Registration No. 333-) +**Filer:** MicroVision, Inc. (Nasdaq: MVIS) +**Source PDF:** `2026-04-24-s3-prospectus.pdf` (SEC accession 0001493152-26-018973) +**Closing price the day before filing (Apr 23, 2026):** $0.63 +**Shares outstanding (Apr 20, 2026):** 326,982,727 +**Shares outstanding if all converted:** 388,298,697 + +--- + +## What this filing actually is + +This is **not a new capital raise.** It is a *resale shelf* — MVIS is fulfilling its +contractual obligation to register the shares that sit *underneath* the convertible +notes High Trail Special Situations LLC and High Trail II LLC (both Hudson Bay +Capital affiliates, managed by Sander Gerber) received on **February 23, 2026**. + +The notes are already issued. This filing just lets High Trail freely resell the +common stock once they convert — or once they receive shares in lieu of cash for +the monthly partial redemptions. + +| Term | Detail | +|---|---| +| Aggregate principal | ~$43M (Exchanged Note + new Cash Note) | +| Outstanding as of Apr 20, 2026 | $33.9M (excl. repayment premium) | +| Maturity | March 1, 2028 | +| Coupon | Zero | +| Initial conversion price | **$0.8819/share** | +| Share cap (pre-stockholder vote) | **61,315,970 shares** (Nasdaq 5635(d)(2)) | +| Monthly partial redemptions | Begin Apr 1, 2026 → Mar 1, 2028 (holder's election) | +| Forced conversion trigger | Stock closes > **$2.00** for 20 consecutive VWAP trading days | +| Beneficial ownership cap | 4.99% (toggleable to 9.99% on 61 days' notice) | +| Security | First-priority perfected lien on **all bank + securities accounts** | +| Minimum liquidity covenant | Greater of **$21.5M** or **110% of outstanding principal** | +| Cash burn covenant | Yes (referenced; details in 8-K Exhibits 10.1/10.2) | + +## Selling stockholders + +| Holder | Shares before | % | Shares offered | Shares after | % | +|---|---|---|---|---|---| +| High Trail (HTSS LLC + HTSS II LLC) | 17,173,390 | 4.99% | 61,315,970 | 5,750,225 | 1.73% | + +Address: c/o Hudson Bay Capital Management LP, 290 Harbor Drive, 3rd Floor, +Stamford CT 06902. Sander Gerber is the managing member of Hudson Bay Capital +GP LLC. + +## What it means + +### 1. Dilution overhang is now formal +61.3M registered shares = **18.7% dilution** on the current 326.9M float. The +market has been pricing this in since February, but with an active resale +prospectus, every conversion can hit the tape immediately. + +### 2. Conversion price is *above* the market +$0.8819 conversion vs. $0.63 spot (Apr 23). High Trail loses money converting +today. So the practical near-term path is **monthly cash redemptions**, not +share conversions — which drains MVIS's $74.8M cash directly. + +### 3. The $2.00 forced-conversion trigger is the bull case +If MVIS rallies and stays above $2 for 20 trading days, MVIS can wipe out the +notes by forcing conversion. **No cash leaves the building, debt disappears.** +This is the cleanest exit for the company and aligns with retail bull theses. + +### 4. The covenant math is tight +- Cash on hand (per Q4 2025 earnings): **$74.8M** +- Minimum liquidity floor: $33.9M × 110% = **$37.3M** (or $21.5M, whichever is higher → **$37.3M**) +- Headroom before covenant breach: ~$37M +- 2026 projected burn: **$65–70M** + +So absent revenue acceleration or a stock recovery, MVIS has roughly **6–7 +months** of operating runway before tripping the covenant — at which point +High Trail can foreclose on the bank/securities accounts. + +### 5. The 19.99% share cap is the next catalyst +The 61,315,970 figure exists because Nasdaq Rule 5635(d)(2) caps issuance at +19.99% of pre-deal shares without a stockholder vote. If MVIS calls a vote to +lift the cap, it signals they expect more dilution is necessary. Watch the +proxy filings. + +### 6. Hudson Bay Capital is a known short-friendly counterparty +The prospectus dedicates an unusual amount of language to "short squeeze" risk +— a tell that the underwriters know HBC's reputation in the MVIS retail +community. HBC has historically hedged convertible positions with short +exposure, profiting on the spread regardless of which way the stock moves. + +## Bottom line + +This filing makes the February deal **operational** — High Trail can now start +liquidating into the market on conversion. It does not change the fundamentals +established in February: MVIS bought time and integration capital at the cost +of: + +- A senior lien on its cash +- A real risk of forced asset foreclosure if cash drops below ~$37M +- Up to 18.7% dilution if the stock rallies above $0.8819 +- Debt elimination if the stock can hold above $2.00 for 20 days + +For the AIM-takeover thesis: this **does not preclude** a takeover, but a +buyer would have to deal with the High Trail lien, which sits ahead of common +equity. A change-of-control clause likely exists in Exhibits 10.1/10.2 (8-K +Feb 24, 2026) — worth pulling those to confirm. diff --git a/reports/2026-05-07-user-comparison.html b/reports/2026-05-07-user-comparison.html new file mode 100644 --- /dev/null +++ b/reports/2026-05-07-user-comparison.html @@ -0,0 +1,110 @@ + + + + + user funnel — ac vs sotce — 2026-05-07 23:54:13 UTC + + + + +

user funnel — aesthetic.computer vs sotce.net

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generated 2026-05-07 23:54:13 UTC
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22,774combined signups
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2,869combined handles
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132sotce subscribers
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aesthetic.computersotce.netnotes
Tenant first activity2023-02-162024-06-17First day with stats reported by Auth0 (proxy for tenant launch)
Auth0 signups (all-time)18,4154,359Sum of /api/v2/stats/daily.signups (the /users endpoint caps total at 1k)
Auth0 logins (all-time)27,7688,593Lifetime authentications
Active subscribers—132Sotce is paid; AC is free. Source: sotce.net/sotce-net/subscribers
Handles claimed2,714155MongoDB @handles split by 'sotce-' _id prefix
Handle adoption14.7%3.6%Handles ÷ signups
Subscription rate—3.0%Subscribers ÷ signups
+ + + + diff --git a/reports/2026-05-18-crypto-portfolio-market-report.md b/reports/2026-05-18-crypto-portfolio-market-report.md new file mode 100644 --- /dev/null +++ b/reports/2026-05-18-crypto-portfolio-market-report.md @@ -0,0 +1,130 @@ +# crypto portfolio + market report — 2026-05-18 + +> Read-only audit. Public addresses only — no keys decrypted, no mnemonics +> read, nothing signed or sent. Supersedes `2026-03-30-crypto-portfolio-market-report.md`. +> Reproducible: `node banking/crypto/audit-readonly.mjs` (snapshot in +> `banking/crypto/data/audit-2026-05-18.json`). + +## the blunt headline + +**Total liquid across all chains ≈ $4.70.** There is no trading / yield / +"make cash right now" play here — there is no capital to deploy. The only +genuinely immediate cash is **withdrawing your own ~7.5 tez sitting in the +keeps contract (~$2.53)**. Everything past that is rebuilding the keeps +creative-economy engine, which pays out over weeks via royalties + new +collectors — a real business lever, not instant cash. + +Live prices used: tez **$0.3370**, ETH **$2085.42**, SOL **$83.83** (CoinGecko, 2026-05-18). + +## wallet balances + +### tezos +| wallet | address | balance | usd | +|---|---|---|---| +| aesthetic.tez | tz1gkf8EexComFBJvjtT1zdsisdah791KwBE | 2.5640 tez | $0.86 | +| kidlisp/treasury | tz1fEjGQrEE2LXNKqcpTYAJV16pbbFpLeNyd | 0.2843 tez | $0.10 | +| keeps admin / royalty rx | tz1Lc2DzTjDPyWFj1iuAVGGZWNjK67Wun2dC | 0.5017 tez | $0.17 | +| staging | tz1dfoQDuxjwSgxdqJnisyKUxDHweade4Gzt | 0.1239 tez | $0.04 | +| **liquid subtotal** | | **3.474 tez** | **$1.17** | +| keeps KT1 contract (withdrawable by admin) | KT1Q1irsjSZ7EfUN4qHzAB2t7xLBPsAWYwBB | 7.500 tez | $2.53 | +| **tezos total** | | **10.97 tez** | **$3.70** | + +### ethereum (mainnet) +| wallet | address | balance | usd | +|---|---|---|---| +| 4esthetic.eth | 0x5e6758C96A4cB5E2A1FE2E2772020dc8ad753b08 | 0.000342 ETH | $0.71 | +| whistlegraph.eth | 0x238c9c645c6EE83d4323A2449C706940321a0cBf | 0.0000674 ETH | $0.14 | +| eth-2 (citizen idx1) | 0xF637C4E11072C46A3bF7cF70ef32470562B5a479 | 0.0000035 ETH | $0.01 | +| eth-unknown | 0x98eAc86755792e03D0f027cA8CcFa83818B994c4 | 0.0000023 ETH | ~$0 | +| **ethereum total** | | **~0.000415 ETH** | **~$0.87** | + +### base l2 +All wallets ~0 (4esthetic dust 3.85e-7 ETH). No change since March. + +### solana +| wallet | address | balance | usd | +|---|---|---|---| +| phantom | D5tLrs4Ubh3tcHxhSmorPmGrDsozuSLhQDGVoBbR5P9d | 0.001569 SOL | $0.13 | +| axio trade | 6JRph4ZZf5jt17CZhyBM9SYVexLrKmyPVMGCTMA4A7Ps | 0 SOL | $0 | +| **solana total** | | | **~$0.13** | + +`axio` holds 4 SPL token accounts — all pump.fun mints +(`…pump`), all with **no liquidity pool / dead market ≈ $0**. Leftover dust +from old pump.fun trades that rugged. Not a windfall. (Optional: closing the +token accounts reclaims ~0.008 SOL rent — not worth the effort.) + +### bitcoin + cardano — AUDIT GAP +4 BTC wallets + 1 Cardano wallet have **no public address stored in +`wallets/wallets.json`** (`keys_in` points at ordinals.com / Sparrow). Cannot +be audited read-only without them. **To include them next run, add a public +`address` (or xpub / receive address) field for each — no private key +needed.** Given they're all "ordinals-test"-type wallets, expected value is +low, but unknown until addresses are supplied. + +## keeps NFT engine (KT1Q1irsjSZ7EfUN4qHzAB2t7xLBPsAWYwBB) + +- **88 tokens minted** (was 81 on 2026-03-30, +7). Each is 1/1. + *Caveat: TzKT "holder" count ≈ token-balance rows, not 88 distinct people — + do not quote "88 unique collectors."* +- **Contract holds 7.5 tez** of accumulated mint proceeds/fees — withdrawable + by the admin wallet. **This is the single most concrete cash item.** +- **We currently hold 4 tokens:** $odj #28, $pie #81, $tam #86, $r94 #87. +- **Our live OBJKT listings (6):** $9x9 #76 @ 7 tez · $tam #86 @ 10 · $weus + #27 @ 12 · $ixi #48 @ 12 · $pie #81 @ 12 · $r94 #87 @ 14. (#28 $odj is held + but **unlisted**.) +- **Standing offers on the collection (held by others, not us):** + - #3 $3jj — **100 tez** bid from `tz1QRXx…` + - #53 $fsf — **16.9 tez** bid from same `tz1QRXx…` + - These same two bids existed on 2026-03-30 — **7 weeks stale, holders + haven't sold.** If either sells, your royalty (10%) = **10 tez + 1.69 tez + ≈ 11.69 tez (~$3.94 today)**. Not in your control. +- Royalty inflow is a trickle (0.05 / 0.08 / 0.11 tez receipts). Last contract + activity **2026-04-27** — collection has been quiet ~3 weeks. + +## delta vs 2026-03-30 + +- **tez price collapsed ~$0.80 → $0.337 (−58%)** — the dominant reason the + position shrank in USD terms. +- Liquid tez 7.17 → 3.47 (spent on 3× `keep` mints @ 2.5 tez on 04-23; 7.5 tez + now parked in the contract). +- ETH balance actually rose 0.00015 → 0.000415, still dust at today's price. +- Keeps minted 81 → 88; engine otherwise idle since late April. +- The two big standing bids did **not** convert in 7 weeks. + +## ranked cash actions (honest) + +1. **Withdraw the 7.5 tez from the keeps KT1 contract** — already yours, one + admin call (`withdraw_fees`) from the keeps-admin wallet. ~$2.53. *You + execute it — this audit is read-only and never touches keys.* +2. **List $odj #28** on OBJKT (held, currently unlisted) and sanity-check the + 6 live listings against comparable recent sales. A 10-tez sale ≈ $3.37. + Buyer-dependent. +3. **Nudge the holders of #3 ($3jj) and #53 ($fsf)** that there's a 7-week + standing bid (100 / 16.9 tez) from `tz1QRXx…`. If they take it you collect + ~11.69 tez royalty. Indirect, but a stale bid worth surfacing. +4. **Cross-chain distribution (strategic, NOT cash-now):** Zora open editions + on Base, Farcaster frames, Solana cNFTs. Near-zero cost, volume/visibility + — payoff is weeks out, not today. +5. **Leave the dust.** ETH+SOL ≈ $1; conversion/gas costs exceed value. Don't + move it. +6. **Ignore the pump.fun tokens** — dead, ~$0. + +## the realistic takeaway + +The "make cash right now" answer is: **~$2.50 by withdrawing your own +contract balance, plus whatever the listings/standing-bids convert to over +the coming weeks.** The keeps engine is the only real revenue lever and it's +been idle ~3 weeks — re-activating it (new mints, driving secondary volume so +royalties flow, cross-chain reach) is a multi-week creative-economy play, not +a same-day cash event. Anyone framing a sub-$10 multi-chain position as a +trading opportunity is wrong. + +## audit gaps / to improve next run + +- Add public BTC + Cardano addresses to `wallets/wallets.json` (no keys). +- ETH NFT enumeration: keyless Reservoir is now API-gated. The vault already + has a **read-only** Etherscan/OpenSea data key (separate from wallet + secrets) — wiring that into `audit-readonly.mjs` would restore the NFT + inventory. Prior manual inventory still stands (4esthetic.eth: a2p-v1 ×3, + the-longest-whistlegraph-ever 4/5, screenshots-14 ×2; whistlegraph.eth: + collected works) — all illiquid art, not cash. diff --git a/reports/2026-05-18-keeps-opportunistic-targeting.md b/reports/2026-05-18-keeps-opportunistic-targeting.md new file mode 100644 --- /dev/null +++ b/reports/2026-05-18-keeps-opportunistic-targeting.md @@ -0,0 +1,79 @@ +# keeps opportunistic targeting — runbook (2026-05-18) + +> DRAFT for @jeffrey to execute. This audit is read-only: no keys decrypted, +> nothing signed or sent by the agent. Every on-chain step below is yours to +> run/sign. Built from `2026-05-18-nft-attention-map.md`. + +## honest expected outcome + +~**$50–150 over the coming weeks**, from targeted airdrops + royalties on +resale — not "cash right now." The real value is **re-activating the keeps +engine** (idle ~3 weeks) by putting tokens in front of proven active +collectors. Median Tezos NFT sale is ~$3; this only works because it's +*targeted at specific funded buyers*, not broadcast. + +## priority targets (verified, this week, public data) + +| # | wallet | identity | on-hand | why | +|---|---|---|---|---| +| 1 | `tz1WrEjvFiVTChGdxAfH8qyB3v9KyN97uUTg` | **Louis** (OBJKT) | **753 tz (~$254)** | March's #1 keeps-airdrop recipient ($b00, 5,500 tz/14d). Still buying this week. Funded. Already engaged once → warm. | +| 2 | `tz1VwAPwtHtQ2jADWSzBJ8kBQQMV2NtcU4W8` | **Jose Antonio Ojeda** · `ojedasbodega.tez` | 531 tz (~$179) | Collector since 2021 (15.8k tx), 7 buys/3 collections this week, funded. | +| 3 | `tz1c2ayR85dUMXZAvNixTJz1WdW9TqvUgfRq` | **6ENERATOR** · `generator.tez` | 1.8 tz | Tastemaker since 2021 (14.9k tx). Spends fast (low idle balance), 9 buys/6 collections this week. Distribution/visibility value. | +| 4 | `tz2DviPC4iRCWBvTktAPLxauX5W6URa6WPY2` | (anon) | 131 tz | Newer (Jan 2026) but diversified — 5 buys/5 collections. Secondary. | +| — | `tz2JpM2Z7p1iWLY5DgBa23xLU1RY1tqhPHQZ` | (anon) | 0.6 tz | Was a 514-tz single-collection whale; balance now near-zero (moved funds). **Skip unless it re-funds.** | + +## the asset to deploy + +You hold 4 keeps free to use: **$odj #28 (unlisted)**, $pie #81, $tam #86, +$r94 #87. Two routes: + +- **A — airdrop existing held tokens.** Zero mint cost. Send $odj #28 (your + only unlisted held token) to target #1, and re-home one of #81/#86/#87. + Fastest, no new work. +- **B — mint a fresh keep into the glitch lane (highest-$ shot).** A whale + swept ~7,150 tz of `HYPER[]GLITCH` this week; the glitch/visual-corruption + aesthetic is hot and kidlisp does it natively. Mint one corruption-themed + keep (~2.5 tz cost), list it ~150–250 tz, and offer/airdrop a copy toward + the glitch buyers + target #1. Best single-sale upside (~$50–90 if it + lands). + +Recommended: **A for targets #1–#3 now** (free, re-activates engine +immediately) + **B as the one revenue swing** this week. + +## runbook (you execute — keys never leave your hands) + +1. **Withdraw the 7.5 tz already in the contract first.** From the keeps-admin + wallet, call `withdraw_fees` on `KT1Q1irsjSZ7EfUN4qHzAB2t7xLBPsAWYwBB`. + That's the only genuine cash-now (~$2.50) and funds the mint below. +2. **(Route A) Airdrop held tokens.** FA2 `transfer` on the keeps contract: + `$odj #28 → Louis (tz1WrEjv…)`; one of $pie/$tam/$r94 → `ojedasbodega.tez`. + (Tokens currently listed must be de-listed on OBJKT first or the transfer + will conflict with the active ask.) +3. **(Route B) Mint the glitch keep.** `keep` entrypoint (~2.5 tz), kidlisp + corruption piece, IPFS via the self-hosted lith node. List ~150–250 tz on + OBJKT. Place it on the radar of the glitch buyers (offer or airdrop a + variant to target #1). +4. **Surface the stale standing bids.** `KT1…` has open offers of **100 tz on + #3 ($3jj)** and **16.9 tz on #53 ($fsf)** from `tz1QRXx…`, untouched 7 + weeks. You don't hold #3/#53, but a public nudge to those holders (DM / + chat invite) that there's a live 100-tz bid → if they sell, you collect + **10% royalty (≈11.7 tz / ~$3.9)**. Free to do. +5. **Re-list $odj #28** if you keep it instead of airdropping (held, currently + unlisted) and sanity-check the 6 live listings (7–14 tz) vs comparable + recent sales (~8.8 tz median — your floor listings may be over-priced for + the current market). + +## still blocked: ETH/Base extension + +You authorized the read-only OpenSea/Zora data key, but the harness safety +layer independently blocks the agent from scanning vault credential files — +even with your approval — and I won't route around that. To unblock, pick one: + +- **Tell me the exact location/var name** (e.g. "OpenSea key is + `OPENSEA_API_KEY` in `vault//.env`") so I read only that, no scanning. +- **Add a Bash permission rule** allowing the read, then I retry. +- **Paste it** into a throwaway env var yourself: `set -x OPENSEA_API_KEY …` + in a `!`-prefixed prompt, and I'll use `$OPENSEA_API_KEY` without ever + reading the file. +- **Stay Tezos-only** — recommended; ETH-side has the same ~$3–90 ceiling and + needs new infra, while everything above is ready to run today. diff --git a/reports/2026-05-18-nft-attention-map.md b/reports/2026-05-18-nft-attention-map.md new file mode 100644 --- /dev/null +++ b/reports/2026-05-18-nft-attention-map.md @@ -0,0 +1,97 @@ +# NFT attention map — 2026-05-18 + +> Read-only network survey. Source: OBJKT GraphQL (keyless) + fxhash, last 48h +> of on-chain sale events (500 events, price > 0). ETH/Base: see gap below. +> Companion to `2026-05-18-crypto-portfolio-market-report.md`. + +## the honest ceiling first + +Tezos NFT sale price distribution, last 48h (500 sales): + +| min | median | p90 | p99 | max | +|---|---|---|---|---| +| 0.05 tz | **8.8 tz (~$3)** | 275 tz (~$93) | 30,000 tz | 10,000,000 tz | + +The p99/max are **wash trading** (`hic et nunc` 10M tz/24 "sales", +`_syntax` 69,420 tz, `EmProps` 10k-tz medians with 2 addresses). Filtered out +below. The **real** market is single-digit-to-low-hundreds of tez. A median +sale is **~$3**. A genuinely "hot" sale is ~$90. "Some cash" on this surface +realistically means **tens of dollars from a well-targeted drop**, not an +income event. Mapping attention here is worth doing — but size expectations +to the data. + +## where the real attention is (wash-filtered, ranked by distinct buyers) + +| collection | distinct buyers | sales | median | read | +|---|---|---|---|---| +| **open objkt** (OE / minting factory) | 12 | 26 | 8.8 tz | broadest genuine attention — cheap open-edition mint surface | +| hic et nunc / teia | 8 | 23 | 120 tz | OG community still transacting at real prices (~$40) | +| Friedeberg | 2 | 9 | 23 tz | small, concentrated | +| CONTINGENT | 2 | 10 | 100 tz | whale-concentrated | +| HYPER[]GLITCH | 1 | 41 | **180 tz** | **one whale swept ~7,150 tz of glitch art** | +| TAPE LOOP CITY | 1 | 45 | 35 tz | one collector sweeping a cheap series | +| fx(hash): Genesis | 1 | 40 | 4 tz | one collector sweeping cheap fxhash | + +**Pattern:** attention at this scale is **a person, not a category**. The +"trending" tail is individual collectors sweeping one series each. The only +broad-distribution surface is cheap OBJKT open editions (~$3/sale). + +## the attention graph — who is spending right now + +| address | buys (48h) | tz | breadth | note | +|---|---|---|---|---| +| `tz1c2ayR85dUMXZAvNixTJz1WdW9TqvUgfRq` | 9 | 123 | **6 collections** | most active diversified collector — prime target | +| `tz1VwAPwtHtQ2jADWSzBJ8kBQQMV2NtcU4W8` | 7 | 96 | 3 | solid active collector | +| `tz2JpM2Z7p1iWLY5DgBa23xLU1RY1tqhPHQZ` | 5 | 514 | 1 | single-collection whale (glitch/EmProps lane) | +| `tz2DviPC4iRCWBvTktAPLxauX5W6URa6WPY2` | 5 | 40 | 5 | diversified, low-budget | +| **`tz1WrEjvFiVTChGdxAfH8qyB3v9KyN97uUTg`** | 3 | 48 | 3 | **= March's #1 keeps-airdrop recipient ($b00, 5,500 tz/14d). Still active 7 weeks later.** | +| `tz1aYMJM8ke8msTo2LyGwdMBxxdbFsKmfBDK` | 25 | 4 | 1 | mint-farmer (free/cheap OE spam) — ignore | + +## the opportunistic play (concrete, honest) + +Broad minting is **not** the move — median $3, and the "trending" collections +are single whales, not crowds. The only thing that has ever moved keeps is the +**March playbook: mint → airdrop to proven active spenders → royalty on their +resale.** It still applies, and the targets are now identified: + +1. **Re-engage `tz1WrEjv…`** — March's top airdrop recipient, *still buying + today*. Highest-confidence single contact: mint 1 keep, airdrop to this + exact address. Proven 5,500 tz spender who already engaged once. +2. **Airdrop the diversified actives** — `tz1c2ayR…` (6 collections), + `tz1VwAPw…`, `tz2DviPC…`. Real taste, buying this week, low spam risk. +3. **One glitch-themed keep into the whale lane** — a whale swept ~7,150 tz of + HYPER[]GLITCH; another (`tz2JpM2Z…`) spent 514 tz single-collection. + kidlisp does visual-corruption aesthetics natively. A glitch-themed 1/1 + keep, listed ~150–250 tz and offered directly to those wallets, is the + single highest-$ shot (~$50–90 if it lands). +4. Funnel only: a cheap open edition rides the "open objkt" 12-buyer surface + for visibility — but that's ~$3/sale, count it as marketing not revenue. + +**Realistic upside of the whole play: ~$50–150 over the coming weeks**, mostly +from (1)+(3), driven by targeted airdrops + royalties, not volume. Plus it +re-activates the keeps engine (idle ~3 weeks). + +## ETH / Base — AUDIT GAP (needs a decision) + +Every keyless ETH/Base NFT trending source is dead or gated: +- OpenSea v2 → 401 (key required) +- Reservoir → key-gated (collections + users) +- Zora discover/trending → 404 (public API moved/gated) +- CoinGecko keyless `/nfts/list` → returns only static blue-chips + (Punks/BAYC/Pudgy/Azuki) with no real volume ordering — useless for + *new/opportunistic* signal, and those aren't mint opportunities anyway. + +The real ETH-side opportunistic-mint surface in 2026 is **Zora/Base open +editions + Farcaster mints**, which requires a data API key. The vault holds a +**read-only** OpenSea data key (distinct from any wallet secret). I did **not** +reach for it — using a vault credential is your call. Options: +- **Authorize the read-only OpenSea/Zora data key** → I extend this map to + Base/Zora/Farcaster mint activity. +- **Skip ETH** → focus the (cheap, fast, fully-mapped) opportunistic play on + Tezos, where the keeps infra already exists. + +## reproduce +`/tmp/tez_events.json` is the raw 48h pull. Survey logic is ad-hoc jq over the +OBJKT GraphQL `event`/`fa` types (schema notes: `event.price_xtz`, +`event.recipient_address` = buyer, `fa.volume_24h` is stale — aggregate from +`event` instead).