stablecoin_supply_contraction_risk_cascade_short

not live
151
closed trades
45%
win rate
-22.26
total pnl ($)
1.251
weight
7d window — n=0 wr=0% pnl=+0.00  ·  venues=(unknown)  ·  horizon=  ·  SL=  ·  TP=  ·  class=? in ?

Backtest evidence run: 2026-05-20 00:09:49 (39.2d ago) · src: canon
verdict: PASS  ·  strict: STRICT-PASS  ·  batch: acc__restored_1dbcf0d3
n: 591  ·  wr: 54.0%  ·  total_bps: +5475.3  ·  mean_bps: +9.26  ·  sharpe: +0.15  ·  max_dd_bps: -1384.7
gate: min_trades=— min_wr=— min_total_bps=— min_sharpe=— effective_days=—

Cumulative P&L (last 100 closed)


Last 100 trades

timesymsideentry→exitpnlclose
06-01 05:18BTCSell73868.3→73450.7+2.38timeout
06-01 02:19BTCSell73701.3→73442.7+1.31timeout
05-31 23:21BTCSell73656.3→73866.7-1.88timeout
05-31 19:45BTCSell73705.3→73504.7+0.91timeout
05-31 17:49BTCSell73624.3→73678.7-0.81timeout
05-31 15:33BTCSell73933.3→73701.7+1.12timeout
05-31 14:17BTCSell73935.3→73662.7+1.40timeout
05-31 10:13BTCSell73844.3→73836.7-0.39timeout
05-31 08:49BTCSell74041.3→73836.7+0.94timeout
05-31 07:33BTCSell74116.3→73821.7+1.55timeout
05-31 06:48BTCSell74129.3→74041.7+0.14timeout
05-31 04:17BTCSell74134.3→74076.7-0.06timeout
05-31 01:45BTCSell73774.3→74050.7-2.32timeout
05-30 21:37BTCSell73992.3→73941.7-0.10timeout
05-30 19:47BTCSell73946.3→74040.7-1.08timeout
05-30 17:20BTCSell73901.3→73927.7-0.62timeout
05-30 15:21BTCSell73792.3→73814.7-0.59timeout
05-30 13:17BTCSell73572.3→73731.7-1.53timeout
05-30 09:20BTCSell73497.3→73506.7-0.51timeout
05-30 07:21BTCSell73501.3→73498.7-0.43timeout
05-30 05:21BTCSell73723.3→73503.7+1.04timeout
05-30 02:19BTCSell73509.3→73651.7-1.41timeout
05-29 23:51BTCSell73416.3→73418.7-0.46timeout
05-29 20:52BTCSell73404.3→73655.7-2.16timeout
05-29 18:15BTCSell73912.3→73972.7-0.85timeout
05-29 15:10BTCSell73030.3→73735.5-5.28stop_loss
05-29 14:18BTCSell73361.3→72863.6+2.95timeout
05-29 12:04BTCSell73660.3→73399.7+1.32timeout
05-29 10:46BTCSell73741.3→73574.7+0.68timeout
05-29 04:25BTCSell73432.3→73290.7+0.52timeout
05-29 04:25BTCSell73432.3→73225.7+0.97timeout
05-29 02:40BTCSell73811.3→73437.7+2.09timeout
05-29 01:22BTCSell73543.3→73604.7-0.85timeout
05-28 20:34BTCSell73655.3→73608.7-0.12timeout
05-28 19:22BTCSell73414.3→73483.7-0.91timeout
05-28 16:21BTCSell73265.3→73212.7-0.08timeout
05-28 13:21BTCSell73376.3→73214.7+0.66timeout
05-28 11:22BTCSell73351.3→73384.7-0.67timeout
05-28 10:01BTCSell73361.3→73518.7-1.52timeout
05-28 08:53BTCSell73106.3→73313.7-1.87timeout
05-28 07:51BTCSell72981.4→73364.7-3.07timeout
05-28 06:51BTCSell73069.3→73063.7-0.41timeout
05-28 05:51BTCSell73381.3→72978.6+2.30timeout
05-28 02:51BTCSell74413.3→74306.7+0.27timeout
05-28 00:20BTCSell74467.3→74496.7-0.65timeout
05-27 22:51BTCSell75239.2→74526.7+4.29timeout
05-27 21:50BTCSell74955.3→74425.7+3.09timeout
05-27 19:19BTCSell74926.3→74969.7-0.73timeout
05-27 17:51BTCSell75344.2→74910.7+2.43timeout
05-27 16:51BTCSell75029.2→75218.8-1.71timeout
05-27 15:20BTCSell75390.2→75261.8+0.40timeout
05-27 14:20BTCSell75770.2→75036.8+4.39timeout
05-27 13:21BTCSell75971.2→75321.8+3.82timeout
05-27 11:20BTCSell75723.2→75969.8-2.09timeout
05-27 09:20BTCSell75776.2→75730.8-0.16timeout
05-27 07:20BTCSell75567.2→75777.8-1.85timeout
05-27 06:20BTCSell75485.2→75686.8-1.80timeout
05-27 04:50BTCSell75702.2→75453.8+1.18timeout
05-27 01:50BTCSell75870.2→75919.8-0.78timeout
05-26 22:50BTCSell76045.2→75652.8+2.13timeout
05-26 21:20BTCSell75864.2→75936.8-0.92timeout
05-26 19:20BTCSell76242.2→75863.8+2.04timeout
05-26 18:20BTCSell76436.2→76112.8+1.67timeout
05-26 12:50BTCSell77516.1→77069.9+2.43timeout
05-26 10:36BTCSell76715.2→77449.6-5.24stop_loss
05-26 09:20BTCSell76622.2→76741.8-1.23timeout
05-26 08:20BTCSell76809.2→76745.8-0.04timeout
05-26 07:19BTCSell76807.2→76633.8+0.68timeout
05-26 05:20BTCSell76499.2→76815.8-2.52timeout
05-26 04:20BTCSell76694.2→76602.8+0.15timeout
05-26 02:49BTCSell76826.2→76573.8+1.19timeout
05-26 01:20BTCSell77242.1→76821.8+2.27timeout
05-26 00:19BTCSell77303.1→77109.9+0.79timeout
05-25 21:49BTCSell77387.1→77291.9+0.17timeout
05-25 17:20BTCSell77650.1→77605.9-0.15timeout
05-25 16:19BTCSell77515.1→77492.9-0.29timeout
05-25 13:20BTCSell77392.1→77252.9+0.46timeout
05-25 09:20BTCSell77167.1→77412.9-2.03timeout
05-25 07:20BTCSell77345.1→77174.9+0.66timeout
05-25 06:20BTCSell77032.1→77232.9-1.74timeout
05-25 04:20BTCSell77226.1→77033.9+0.80timeout
05-25 01:49BTCSell77128.1→77082.9-0.15timeout
05-25 00:49BTCSell76814.2→77180.9-2.83timeout
05-24 22:20BTCSell76611.2→76843.8-1.97timeout
05-24 21:19BTCSell76691.2→76655.8-0.22timeout
05-24 18:20BTCSell76604.2→76714.8-1.17timeout
05-24 14:19BTCSell77059.1→76296.8+4.50timeout
05-24 13:20BTCSell77244.1→77057.9+0.76timeout
05-24 10:27BTCSell76784.2→77524.6-5.26stop_loss
05-24 08:19BTCSell76764.2→76731.8-0.23timeout
05-24 04:18BTCSell76870.2→76783.8+0.12timeout
05-24 02:18BTCSell76655.2→76877.8-1.90timeout
05-24 00:49BTCSell76528.2→76864.8-2.64timeout
05-23 23:49BTCSell76542.2→76701.8-1.49timeout
05-23 20:37BTCSell75895.2→76622.1-5.24stop_loss
05-23 18:20BTCSell75477.2→75848.8-2.90timeout
05-23 17:19BTCSell75613.2→75416.8+0.86timeout
05-23 14:56BTCSell74906.3→75626.6-5.26stop_loss
05-23 12:20BTCSell74704.3→74660.7-0.16timeout
05-23 11:19BTCSell74633.3→74790.7-1.51timeout

Paper vs Live

Paper (trades.jsonl)
151
closed
45%
win rate
-22.26
total pnl ($)
-3.0 bps
avg bps net
Live (dry_run=0)
0
closed
win rate
total pnl ($)
avg bps net
Live: 0 trades, insufficient sample

Per-symbol breakdown (paper)

symbolnwrnet bpstotal pnl ($)
BTC15145%-3.0-22.26

Recent bounces (last 20 of 0)

timesymsidereason
no bounces recorded

Postmortem feed (last 10)

timesymsidepnlnarrative
05-03 00:04BTCSell-0.56The market was consolidating tightly around $78.7k with minimal directional momentum (BTC +0.07% on the hour, -0.28% daily), while negative funding rates (-0.0025%) and stable open interest suggested shorts were still crowded and underwater. The stablecoin …
05-02 23:04BTCSell-2.11# Trade Closure Analysis: BTC Short Position Bitcoin was consolidating sideways around $78,696 with minimal intraday momentum (1h: +0.06%), while funding rates remained positive at 0.002037%, indicating mild long-biased positioning that lacked conviction f…
05-02 16:06BTCSell-1.00At close, BTC was trading near $78,452 with minimal intraday momentum (1h: +0.02%, 24h: -0.12%) and slightly negative funding rates (-0.0057%), indicating weak bullish conviction despite elevated open interest ($4.07B). The thesis of a stablecoin supply con…
05-02 15:06BTCSell-1.32# Trade Post-Mortem Bitcoin was trading in a narrow consolidation band with minimal directional momentum ($78,422, +0.09% 1h, -0.0035% funding rate indicating slight bearish sentiment), providing no catalytic pressure to breach the short's 150 bps take-pro…
05-02 14:06BTCSell-2.05# Trade Analysis: BTC Short via Stablecoin Supply Contraction Risk Cascade Bitcoin was consolidating near $78,350 with minimal directional momentum (0.08% 1h, -0.41% 24h), while funding rates remained slightly negative at -0.0035%, indicating weak short co…
05-02 13:06BTCSell-1.33# Trade Analysis: Stablecoin Supply Contraction Risk Cascade Short BTC was consolidating in a tight range at $78,288 with minimal intraday momentum (1h: +0.19%, 24h: +0.15%) and slightly negative funding (-0.29 bps), showing weak conviction for a short-dur…
05-02 12:04BTCSell+0.52# Trade Analysis **Market Context at Close:** Bitcoin was trading sideways at $78,137 with minimal 1-hour momentum (-0.05%), while funding rates had turned slightly negative (-0.215%), indicating modest deleveraging pressure in the perpetual futures market…
05-02 11:04BTCSell+0.25# Trade Analysis: BTC Stablecoin Supply Contraction Short The Bitcoin market was consolidating with minimal directional movement at the close ($78,182), posting modest 24-hour gains (+1.22%) amid elevated open interest ($4.08B) and positive funding rates (…
05-01 10:06BTCSell-1.28At close, Bitcoin was trading sideways near $77,204 with minimal hourly momentum (-0.12%) and modest 24h gains (1.44%), while funding rates remained modest at 0.0055%, indicating no extreme leverage positioning to collapse the anticipated cascade. The short…
05-01 09:05BTCSell-2.63# Trade Analysis: tick-1777619116 Market was consolidating in a tight range near $77,300 with modest positive momentum (0.26% hourly, 1.69% daily) and benign funding rates (0.003%), exhibiting no directional conviction that would validate the short thesis.…