Root treasury (locked)
0x54E2ACaB04C89A3Fe02852BF8dd69Ee8F526bC75
- ETH
- 15.447821
- USDC
- 719.69
- USD
- $37,782.41
Priced book$851,496.74
Working capital$813,713.63
Window net USDC-$9,752.96
ROI on prose open-15.80%
Wallets
Settlement / working capital (CSW, ETH+Base+Arb)
0x937897fe19F675c96a71078820F21cA9bD637180
- ETH
- 0
- USDC
- 813,713.63
- USD
- $813,713.63
- Base USDC
- 287,008.44
- Ethereum USDC
- 238,910.13
- Arbitrum USDC
- 287,795.06
HOT_X402 / LP owner
0x60C4499870f115664d7FfD8411b023DBEf3377d9
- ETH
- 0.000124
- USDC
- 0.05
- USD
- $0.35
x402 VAULT_ADDRESS (payTo = HOT)
0x60C4499870f115664d7FfD8411b023DBEf3377d9
- ETH
- 0.000124
- USDC
- 0.05
- USD
- $0.35
x402 MAIN_WALLET (signer)
0x967a9C352a87D3a72baa7aD10632A7276101dBc9
- ETH
- 0
- USDC
- 0
- USD
- $0.00
Liquidity rails (monetization leverage)
Inbound USDC that is supposed to land on HOT for x402 settlement. Hyperliquid Place is mainnet only — HL L1 USDC is not automatic Base HOT; sweep then ledger source=hyperliquid.
| Rail | Network | Sink | Status | Notes |
|---|---|---|---|---|
| x402 bazaar | base-mainnet | 0x60C4499870f115664d7FfD8411b023DBEf3377d9 |
live | Paid API settlement. VAULT_ADDRESS / bazaar payTo is HOT. |
| Hyperliquid Place | hyperliquid-mainnet | 0x60C4499870f115664d7FfD8411b023DBEf3377d9 |
mainnet_only | Monetization leverage for cashflow liquidity accumulation. Realized HL USDC is not Base USDC — sweep to HOT, then POST /webhooks/treasury source=hyperliquid. Never testnet. Agent wallet ≠ HOT. |
Market sensors
wQFLOP unpriced · pools 0 · DexPaprika lists wQFLOP on Base but reports 0 pools and no price_usd — paper supply, not a mark.
Vendor settlement
| Vendor | Status | Amount | Notes |
|---|---|---|---|
| Alchemy | live_rpc | unknown | New API key installed 2026-08-15 (Worker secrets ALCHEMY_API_KEY + ALCHEMY_BASE_RPC_URL). Live Base RPC recovered. Dollar invoice still only payable in the Alchemy billing UI — no on-chain payTo. settle |
Observed window (settlement USDC)
2026-08-09T00:00:00Z → 2026-08-15T10:21:00Z · 3258 transfers · dune:erc20_base.evt_Transfer
| Opening (prose) | $61,745.00 |
|---|---|
| In / Out | $100,159.20 / $109,912.16 |
| Residual vs live | $2,436.73 |
| ROI on implied open $64,181.73 | -15.20% |
Flywheel model (not observed)
If working capital compounded weekly for 12 weeks. Hypothesis only — Abraham test, do not treat as forecast.
| Scenario | Future USDC |
|---|---|
| 0.5%/wk × 12w (model, not observed) | $863,901.71 |
| 2.0%/wk × 12w (model, not observed) | $1,031,985.64 |
| 5.0%/wk × 12w (model, not observed) | $1,461,312.77 |
Auto-webhook ledger
POST /webhooks/treasury (Alchemy ADDRESS_ACTIVITY, Hyperliquid {source:"hyperliquid",direction,asset,amount}, or generic treasury event). Testnet payloads are rejected. Optional header X-Treasury-Hook.
| Time | Source | Dir | Asset | Amount | Tx |
|---|---|---|---|---|---|
| 2026-10-07T22:29:13.338Z | probe | in | USDC | 1 | |
| 2026-08-15T13:02:43.436Z | x402 | in | USDC | 0 | |
| 2026-08-15T11:49:46.007Z | awal | out | USDC | 2 | 0x731c72f440ff96b0 |
| 2026-08-15T11:40:27.393Z | alchemy | in | RPC | 0 | |
| 2026-08-15T11:32:19.037Z | attach | in | USDC | 0 | |
| 2026-08-15T11:30:00Z | attach | in | USDC | 0 | |
Assumptions
- ETH mark: coinpaprika spot (fallback 1877.49 if fetch fails).
- USDC = $1. DexPaprika lists wQFLOP on Base but reports 0 pools and no price_usd — paper supply, not a mark.
- Window PnL is Base settlement USDC only (Dune 2026-08-09..15). Working capital sums native USDC on Ethereum + Base + Arbitrum for the same CSW.
- Opening 61,745 is prose; residual +2,436.73 implies a higher true open.
- Flywheel rates are models, not observed returns.
- Alchemy invoice amount unknown — dollar bill is dashboard-only; Worker RPC is live.
- x402 payTo is HOT 0x60C4499870f115664d7FfD8411b023DBEf3377d9. Settlement 0x9378… is a Coinbase Smart Wallet (same 806-byte code on ETH/Base/Arb), not agent-signable. WETH/USDT dust is not in working capital.
- Hyperliquid Place is mainnet-only (HYPELENS_NET=mainnet). Realized HL USDC is monetization leverage for cashflow liquidity; sweep to HOT for x402. POST /webhooks/treasury source=hyperliquid. Agent wallet is not HOT.
- MetaMask Gas Station 3 0xb42f812a44c22cc6b861478900401ee759ebead6 is foreign gas-sponsorship infra (EOA on Base). Airdrop/disperse/phishing ERC-20 to that address is not cashflow. Not TREASURY_SINK 0x9545…, not HOT.
JSON · Fund HOT (100 USDC Base) · Verification ledger · x402 tiers