lending_aave_utilization_exhaustion_mean_reversion

not live
13
closed trades
15%
win rate
-57.38
total pnl ($)
1.254
weight
7d window — n=0 wr=0% pnl=+0.00  ·  venues=(unknown)  ·  horizon=  ·  SL=  ·  TP=  ·  class=? in ?

Backtest evidence run: 2026-05-18 20:11:00 (40.5d ago) · src: canon
verdict: REJECT  ·  strict: STRICT-FAIL  ·  batch: acf__restored_061fcd5c
n: 49  ·  wr: 38.8%  ·  total_bps: -701.4  ·  mean_bps: -14.31  ·  sharpe: -0.13  ·  max_dd_bps: -862.6
gate: min_trades=— min_wr=— min_total_bps=— min_sharpe=— effective_days=—

Cumulative P&L (last 13 closed)


Last 100 trades

timesymsideentry→exitpnlclose
05-06 21:18ETHSell2391.06→2349.23+9.93timeout
05-06 09:39ETHSell2367.56→2411.65-11.54stop_loss
05-04 14:52ETHSell2334.07→2377.53-11.74stop_loss
05-04 04:19ETHSell2352.56→2396.44-11.72stop_loss
05-04 02:07ETHSell2329.57→2353.04-6.56timeout
05-03 18:06ETHSell2311.77→2330.03-5.30timeout
05-03 10:06ETHSell2304.47→2312.23-2.55timeout
05-03 02:05ETHSell2304.17→2304.93-0.75timeout
05-02 18:04ETHSell2303.67→2304.63-0.83timeout
05-02 10:04ETHSell2297.87→2304.13-2.15timeout
05-02 02:04ETHSell2309.17→2298.33+2.31timeout
05-01 13:55ETHSell2280.17→2322.69-11.73stop_loss
05-01 10:03ETHSell2264.77→2280.63-4.76timeout

Paper vs Live

Paper (trades.jsonl)
13
closed
15%
win rate
-57.38
total pnl ($)
-73.7 bps
avg bps net
Live (dry_run=0)
0
closed
win rate
total pnl ($)
avg bps net
Live: 0 trades, insufficient sample

Per-symbol breakdown (paper)

symbolnwrnet bpstotal pnl ($)
ETH1315%-73.7-57.38

Recent bounces (last 20 of 0)

timesymsidereason
no bounces recorded

Postmortem feed (last 10)

timesymsidepnlnarrative
05-06 21:18ETHSell+9.93The market was in a mild short-term uptick within a broader weekly downtrend, with ETH showing a slight hourly gain against a negative 24-hour and 7-day performance. The thesis failed because the trade was closed due to a timeout, likely not reaching the in…
05-06 09:39ETHSell-11.54ETH was declining across all timeframes with negative funding and falling open interest, indicating persistent bearish pressure. The short thesis failed because the stop-loss was triggered by a sharp intraday reversal, catching the trade before the broader …
05-04 14:52ETHSell-11.74The market was exhibiting a strong bullish trend with ETH up 2.83% over the past week and funding rates indicating persistent long positioning. The thesis failed because the anticipated reversal did not materialize, forcing an exit via stop loss as price co…
05-03 02:05ETHSell-0.75# Trade Analysis: ETH Lending Utilization Exhaustion Short ETH was trading flat to marginally positive during the 8-hour hold window ($2304→$2313, +0.04%), with no directional conviction despite the initial exhaustion signal, while funding rates remained d…
05-02 18:04ETHSell-0.83ETH traded sideways near close ($2304.65) with minimal intraday momentum (-0.16% 1h), failing to deliver the directional conviction needed to hit the 320bps take-profit target before the 480-minute timeout. The Aave WETH utilization exhaustion signal correc…
05-02 10:04ETHSell-2.15# Trade Analysis: aave-util-exhaust-WETH Ethereum was essentially flat over the hour preceding exit ($2303.93, -0.02% 1h) after a modest 1.03% gain over 24h, providing no directional catalyst to accelerate the mean-reversion thesis. The short thesis failed…
05-02 02:04ETHSell+2.31Ethereum was flat to slightly positive at close ($2298.64, +0.09% 1h), with Bitcoin outperforming (+2.18% 24h), suggesting modest risk-on sentiment that limited further ETH downside. The short thesis failed to capture mean reversion despite Aave WETH utiliz…
05-01 13:55ETHSell-11.73At close, ETH was consolidating with modest intraday gains (+0.40% 1h, +2.31% 24h) while maintaining negative funding rates (-0.0022%), indicating weak long positioning and absence of euphoric leverage that would validate mean-reversion logic. The trade's t…
05-01 10:03ETHSell-4.76At close, ETH was range-bound in a weak 24-hour session (+0.76%) with negative 7-day momentum (-1.56%), while BTC held slightly firmer gains, creating a modest tailwind against the short thesis. The trade's thesis failed because Aave WETH utilization exhaus…