lending_aave_utilization_spike_deleveraging_short

not live
5
closed trades
40%
win rate
-9.47
total pnl ($)
1.224
weight
7d window — n=0 wr=0% pnl=+0.00  ·  venues=(unknown)  ·  horizon=  ·  SL=  ·  TP=  ·  class=? in ?

Backtest evidence run: 2026-05-18 13:02:49 (39.9d ago) · src: canon
verdict: REJECT  ·  strict: STRICT-FAIL  ·  batch: acq
n: 35  ·  wr: 40.0%  ·  total_bps: -770.2  ·  mean_bps: -22.01  ·  sharpe: -0.31  ·  max_dd_bps: -770.2
gate: min_trades=— min_wr=— min_total_bps=— min_sharpe=— effective_days=—

Cumulative P&L (last 5 closed)


Last 100 trades

timesymsideentry→exitpnlclose
05-02 05:24ETHSell2296.17→2297.53-0.81timeout
05-01 23:24ETHSell2303.97→2290.13+2.80timeout
05-01 17:22ETHSell2308.37→2303.13+0.76timeout
05-01 11:21ETHSell2277.37→2292.83-4.23timeout
05-01 03:20ETHSell2263.17→2293.98-7.98stop_loss

Paper vs Live

Paper (trades.jsonl)
5
closed
40%
win rate
-9.47
total pnl ($)
-34.4 bps
avg bps net
Live (dry_run=0)
0
closed
win rate
total pnl ($)
avg bps net
Live: 0 trades, insufficient sample

Per-symbol breakdown (paper)

symbolnwrnet bpstotal pnl ($)
ETH540%-34.4-9.47

Recent bounces (last 20 of 0)

timesymsidereason
no bounces recorded

Postmortem feed (last 10)

timesymsidepnlnarrative
05-02 05:24ETHSell-0.81When ETH closed, the market was consolidating with minimal hourly momentum (-0.13%) despite modest 24-hour gains, indicating a lack of directional conviction rather than the panic selling the deleveraging thesis anticipated. The trade's thesis failed becaus…
05-01 23:24ETHSell+2.80At 16:44 UTC on 2/28, ETH was consolidating flat with mild weakness on the 1h (-0.20%) while BTC held stronger momentum (+2.28% 24h), creating a mixed risk-off backdrop where short-duration longs were losing conviction. The thesis failed because AAVE WETH u…
05-01 17:22ETHSell+0.76ETH was consolidating in a narrow range at $2304 with modest positive momentum (24h +2.23%), showing no urgency to move sharply lower despite elevated funding rates. The thesis partially worked on the deleveraging signal—AAVE WETH utilization at 100% on Arb…
05-01 11:21ETHSell-4.23# Trade Closeout Analysis **Market Context:** ETH traded sideways at $2,285–$2,293 over the 4-hour window with minimal directional bias (1h=+0.08%, 24h=+0.88%), and funding rates were deeply negative (-0.089%) signaling overbought leveraged longs—condition…
05-01 03:20ETHSell-7.98# Trade Analysis: ETH Short (AAVE Utilization Spike) 1. **Market Context at Close**: ETH was trading at $2282.19 with mild positive momentum (0.78% 1h, 1.69% 24h) while maintaining a weekly downtrend (-2.19% 7d), and negative funding (-0.000676%) suggested…