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8213f29a5b
Merge: relocate platform IaC to fxhnt (Phase 2D)
main
jgrusewski
2026-06-21 18:21:37 +02:00
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bf9a6d20ee
chore(infra): relocate platform IaC to fxhnt (Phase 2D)
chore/relocate-iac-remove
jgrusewski
2026-06-21 18:21:34 +02:00
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ffc83da643
docs: plan — relocate platform IaC to fxhnt, archive foxhunt (Phase 2D), inline+gated
jgrusewski
2026-06-21 18:14:58 +02:00
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b017daf04b
docs: spec — relocate platform IaC foxhunt->fxhnt, archive foxhunt (Phase 2D)
jgrusewski
2026-06-21 18:12:38 +02:00
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b566b2c194
Merge: decommission GitLab compute + fix minio.fxhnt.ai (Phase 2C)
jgrusewski
2026-06-21 18:07:35 +02:00
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c6d0d2ab38
chore(infra): decommission GitLab compute — keep data as cold backup (Phase 2C)
jgrusewski
2026-06-21 18:06:55 +02:00
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e86384ff99
fix(infra): admit tailscale proxy to minio ingress netpol (minio.fxhnt.ai S3 API)
jgrusewski
2026-06-21 18:01:41 +02:00
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35e4078989
docs: plan — decommission GitLab compute, cold-backup data (Phase 2C), inline+gated
jgrusewski
2026-06-21 17:51:32 +02:00
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9a7707c749
docs: spec — decommission GitLab compute, retain data as cold backup (Phase 2C)
jgrusewski
2026-06-21 17:49:55 +02:00
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f0c4de66ad
Merge: Gitea replaces GitLab + cockpit registry to Scaleway (Phase 2B)
jgrusewski
2026-06-21 17:40:05 +02:00
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ad3637303f
feat(infra): Gitea push webhook -> Argo Events cockpit auto-deploy (Phase 2B Task 6)
jgrusewski
2026-06-21 17:39:44 +02:00
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c284158dfb
fix(infra): gitea SSH ports — rootless listens on 2222 (Phase 2B)
jgrusewski
2026-06-21 17:04:42 +02:00
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bf9558539a
fix(infra): gitea mem limit 512Mi->2Gi + Recreate strategy (Phase 2B)
jgrusewski
2026-06-21 17:03:04 +02:00
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79f2ad94a4
feat(infra): cut git.fxhnt.ai over to Gitea via tailnet proxy (Phase 2B)
chore/gitea-replace-gitlab
jgrusewski
2026-06-21 16:37:29 +02:00
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c3aec12f9a
feat(infra): Gitea (chart 12.6, external postgres, no valkey, Actions off) + netpol
jgrusewski
2026-06-21 16:07:08 +02:00
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b21d9b671d
docs(plan): SSH on :22 only, retire :2222, update remotes (Phase 2B refinement)
jgrusewski
2026-06-21 15:49:54 +02:00
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08cee0de0d
docs: plan — Gitea replaces GitLab (Phase 2B); SSH on both :22 and :2222
jgrusewski
2026-06-21 15:46:34 +02:00
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80f3fbecef
docs: spec — Gitea replaces GitLab + cockpit image to Scaleway registry (Phase 2B)
jgrusewski
2026-06-21 15:38:26 +02:00
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042fcd76e5
Merge: migrate Terraform state to Scaleway Object Storage (Phase 2A)
jgrusewski
2026-06-21 15:26:11 +02:00
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af3815ab6a
chore(infra): migrate Terraform state GitLab -> Scaleway Object Storage (Phase 2A)
jgrusewski
2026-06-21 15:25:20 +02:00
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3a18a348ac
docs: plan — migrate Terraform state to Scaleway Object Storage (Phase 2A), inline+gated
jgrusewski
2026-06-21 15:18:02 +02:00
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2eb8cd8333
docs: spec — migrate Terraform state GitLab -> Scaleway Object Storage (Phase 2A)
jgrusewski
2026-06-21 15:16:28 +02:00
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2c08b49b4f
Merge: decommission dead Rust infra (Phase 1)
jgrusewski
2026-06-21 14:46:26 +02:00
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b1a60ca134
chore(infra): remove dead Rust Argo templates, runner values, GPU overlays, cache PVC manifests
jgrusewski
2026-06-21 14:45:06 +02:00
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f4f54c352b
chore(infra): destroy GPU+precompute pools (L40S/H100/cpu-hm) — Rust training retired
jgrusewski
2026-06-21 14:33:20 +02:00
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a0181431b3
docs: plan — decommission dead Rust infra (Phase 1), inline+gated execution
surfer-universe
jgrusewski
2026-06-21 14:24:41 +02:00
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feb0ae2541
docs: spec — decommission dead Rust infra (Phase 1), data-preserving (keep all .dbn)
jgrusewski
2026-06-21 14:21:49 +02:00
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4afaa5e248
fix(infra): resolve double-declared NAT gateway (kapsule vs public-gateway)
jgrusewski
2026-06-21 14:05:50 +02:00
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e21a9a5da4
fix(gitlab): enable terraformState object storage (was 403 on all TF-state API calls)
jgrusewski
2026-06-21 13:54:13 +02:00
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b2efc58940
fix(ci): downsize ci-compile-cpu pool POP2-HC-32C-64G -> POP2-4C-16G (root-cause: zone stock-out)
jgrusewski
2026-06-21 12:26:01 +02:00
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fbb7b429e3
infra(cert): ACME wildcard *.fxhnt.ai via cert-manager + Scaleway DNS-01 (replaces expired manual LE cert)
jgrusewski
2026-06-21 11:21:30 +02:00
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f4bd1e2432
research(surfer): crypto edge-falsification probes — intraday/cascade dead, stablecoin peg-reversion validated
jgrusewski
2026-06-21 10:40:34 +02:00
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6878aac950
fix(ci): grant ci-deploy SA serviceaccounts/pvc/cronjobs + deployments-watch
jgrusewski
2026-06-15 22:36:25 +02:00
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bccd814716
deploy(proxy): route dashboard.fxhnt.ai to the fxhnt cockpit (via its tailnet node)
jgrusewski
2026-06-14 14:42:55 +02:00
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cfa28368d5
fix(surfer): futures fetch weekly (Sunday only) in forward-track cron — cost control
jgrusewski
2026-06-14 00:11:00 +02:00
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f9b62d108c
feat(surfer): fxhnt combined-book forward-track cron + dynamic fetch END
jgrusewski
2026-06-14 00:09:40 +02:00
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54e3d50db8
backtest: fusion (regime-adaptive QQQ<->crisis-alpha) FAILS OOS, keep static GD
jgrusewski
2026-06-08 23:01:04 +02:00
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d82439219d
add: drawdown-profile analysis tool (multistrat_dd.py)
jgrusewski
2026-06-08 16:11:06 +02:00
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3f321bb4bf
fix: broker-data sanity-check + drop incomplete intraday bar (two live-only bugs)
jgrusewski
2026-06-08 16:01:04 +02:00
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02b851ca8b
feat: growth-discipline forward-tracker (NAV sim, alongside the live book)
jgrusewski
2026-06-08 09:45:35 +02:00
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a3f309dd7e
backtest: growth-discipline multi-premia (QQQ core + trend sleeve + book)
jgrusewski
2026-06-08 09:42:30 +02:00
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db8f5434a0
doc+tool: CAGR-maximizer reference plan + side-by-side strategy comparison
jgrusewski
2026-06-08 08:34:49 +02:00
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1cdbc81390
tune: daily weekday rebalancer eval (35 14 * * 1-5, REBALANCE_DAYS=1)
jgrusewski
2026-06-08 00:51:20 +02:00
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7662d82232
fix(bot): whole-share orders (IBKR API rejects fractional, err 10243) + state only on accepted
jgrusewski
2026-06-08 00:34:01 +02:00
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2a468e4b5e
arm: multistrat-rebalancer EXECUTE=true (autonomous paper trading)
jgrusewski
2026-06-08 00:31:18 +02:00
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8ebb65f27e
fix: NaN-safe correlation de-risk in book_series (zero-variance windows)
jgrusewski
2026-06-08 00:29:36 +02:00
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f320c5f09f
fix(infra): rebalancer connects to ib-gateway:4004 (socat bridge), not 4002
jgrusewski
2026-06-08 00:20:28 +02:00
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dc2b7214f7
feat(infra): K8s CronJob for multi-strat rebalancer (production deployment)
jgrusewski
2026-06-08 00:16:36 +02:00
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4bbf07bddf
feat: production multi-strat rebalance bot (lean enterprise core)
jgrusewski
2026-06-08 00:10:24 +02:00
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66e37955ce
feat(ibkr-bot): mini test mode — validate paper env + order routing with 1 share
jgrusewski
2026-06-07 22:59:27 +02:00
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63d4f7f61d
fix(ibkr-bot): entry-from-zero uses 0.5% floor, not full 3% hysteresis
jgrusewski
2026-06-07 22:50:49 +02:00
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ba543ea85e
feat: IBKR paper-trading bot for the adaptive multi-strat book (ib_async)
jgrusewski
2026-06-07 22:20:55 +02:00
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e35b79a531
spec: add concrete micro-live runbook (Appendix A)
jgrusewski
2026-06-07 21:50:15 +02:00
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40c6e2f2ab
test: multi-strat 20yr robust (survived 2008/2020/2022) + bootstrap CI (p5 +0.62)
jgrusewski
2026-06-07 21:47:32 +02:00
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4817bd4e7c
test: FinBERT news-sentiment (real LLM, real FNSPID data) -> dead for retail
jgrusewski
2026-06-07 21:13:54 +02:00
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a9a1c3c511
test: diversification maxed in base-6; more streams dilute (they're beta-repackaging)
jgrusewski
2026-06-07 20:50:27 +02:00
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247e469a31
test: cross-market connectedness = diversification, not alpha
jgrusewski
2026-06-07 20:46:38 +02:00
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ac01db39fa
spec: update perf with validated real-ETF backtest (+1.20 Sharpe, -5.4% DD, every year positive)
jgrusewski
2026-06-07 20:29:17 +02:00
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9a90720500
backtest: deployable ETF book Sharpe +1.20, maxDD -5.4%, every year positive (beats 60/40)
jgrusewski
2026-06-07 20:28:37 +02:00
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ce8f8cbd46
test: ML vol-nowcaster (Mamba2/CfC/TLOB proxy) doesn't help risk layer
jgrusewski
2026-06-07 20:14:25 +02:00
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ba7e7dca79
feat: adaptive multi-strat paper-forward harness (spec Phase 1)
jgrusewski
2026-06-07 20:02:51 +02:00
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60e900e43a
spec: adaptive multi-strat book — deployable (the honest endpoint)
jgrusewski
2026-06-07 19:51:37 +02:00
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be084b5154
result: hedge-fund reframe -> moat is cheap leverage, not the strategy
jgrusewski
2026-06-07 19:48:46 +02:00
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764fd99480
correction(crypto): cross-venue arb is MARGINAL not breakthrough (honest fixed-pair OOS)
jgrusewski
2026-06-07 19:10:13 +02:00
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e731c2fc2f
result(crypto): cross-venue funding arb PASSES clean OOS (the breakthrough)
jgrusewski
2026-06-07 19:08:08 +02:00
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2b36929b5f
test(crypto): clean OOS for cross-venue arb (IS-pick config -> OOS-blind apply)
jgrusewski
2026-06-07 19:03:30 +02:00
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ee2215f4d3
feat(crypto): cross-venue harness -> hysteresis (deployable) + deep full-year history
jgrusewski
2026-06-07 18:58:24 +02:00
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027d73a504
research(crypto): cross-venue funding arb survives net-of-cost with hysteresis
jgrusewski
2026-06-07 18:33:28 +02:00
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4f73e99225
feat(crypto): cross-venue funding-arb scanner + paper-forward (solves hedgeability)
jgrusewski
2026-06-07 17:32:35 +02:00
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9bf67e731d
research: AI4Finance debunked + PEAD dies OOS (efficient-market wall confirmed again)
jgrusewski
2026-06-07 17:15:22 +02:00
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f203998613
feat: 60/40 paper-forward harness (the ~0.7-Sharpe non-crypto baseline)
jgrusewski
2026-06-07 15:55:44 +02:00
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107bcc6648
fix(crypto): MANDATORY hedgeability filter — funding edge was partly phantom
jgrusewski
2026-06-07 11:03:41 +02:00
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24ac921cd3
fix(crypto): daily cron reliability — once-per-UTC-day guard + daytime multi-attempt
jgrusewski
2026-06-07 09:35:46 +02:00
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42e9621c47
feat(crypto): consolidate funding harvest into a local CLI (snapshot/run/status/gate/log)
jgrusewski
2026-06-07 01:53:13 +02:00
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04e7a61320
fix(crypto): restrict funding harness to crypto-native perps (match validated universe)
jgrusewski
2026-06-07 01:41:20 +02:00
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902eb1c85f
feat(crypto): paper-forward harness for funding harvest (spec Phase 1)
jgrusewski
2026-06-07 01:30:03 +02:00
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df5c591441
spec(crypto): funding harvest — clean OOS validated + deployable spec
jgrusewski
2026-06-07 01:25:23 +02:00
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9c2c38eb5d
feat(crypto): funding carry liveness — ALIVE (regime not decay), regime filter rescues 2025-26
jgrusewski
2026-06-07 01:20:04 +02:00
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c10ebe0257
feat(crypto): delta-neutral funding harvest — the one edge that breaks 0.7
jgrusewski
2026-06-07 01:16:46 +02:00
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0fc3eac2ab
feat(harvest): Sharpe-ceiling question answered — triangulated ~0.7-0.9 for retail
jgrusewski
2026-06-07 01:00:27 +02:00
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244ccaaf0b
feat(harvest): premium-harvesting tested — simple 60/40 beats the sophisticated system
jgrusewski
2026-06-07 00:42:32 +02:00
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7457ef679c
feat(energy): repurpose the engine — battery arbitrage is real, growing, forecasting-shaped
jgrusewski
2026-06-06 22:58:54 +02:00
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6c113b0df2
feat(surfer): ML multi-signal combination — definitive (market not tools)
jgrusewski
2026-06-06 22:44:43 +02:00
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d43fb5e61f
feat(surfer): equity-index VRP frontier — real+affordable, measurement needs engineering
jgrusewski
2026-06-06 22:13:34 +02:00
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0c5af2d9a0
feat(surfer): +0.74 autopsy — real anomaly, un-harvestable for our constraints
jgrusewski
2026-06-06 21:21:39 +02:00
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30f944f015
feat(surfer): equity low-vol gauntlet — real structure, marginal after realistic cost
jgrusewski
2026-06-06 20:55:17 +02:00
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05a81c5e5f
feat(surfer): the challenge — liquid high-vol cohort fits (low-vol/lottery-aversion)
jgrusewski
2026-06-06 20:40:58 +02:00
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2065c98c25
feat(surfer): small/mid-cap equity factor gate — no factor survives small-cap cost
jgrusewski
2026-06-06 20:24:43 +02:00
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5ed94ddc97
feat(surfer): cross-exchange funding frontier (a) — fails (carry trap re-found)
jgrusewski
2026-06-06 19:55:55 +02:00
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a7d6671dea
feat(surfer): Reflexivity Harvester design — killed by marginal-alpha gate
jgrusewski
2026-06-06 19:43:42 +02:00
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b664673df3
feat(surfer): Fear&Greed gate — sentiment regime-dependent, not robust
jgrusewski
2026-06-06 19:35:37 +02:00
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a9d1af9ec8
feat(surfer): minute-horizon gate — deep ML (Mamba2/CfC/TLOB) has no fuel
jgrusewski
2026-06-06 19:09:04 +02:00
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bc4cc46775
feat(surfer): residual (beta-stripped) momentum upgrade — net +0.40->+0.57 @$20M
jgrusewski
2026-06-06 18:41:40 +02:00
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74b9d092ad
feat(surfer): Phase 1 RL-gate — no rich signal set; RL not justified (+ resid-mom upgrade)
jgrusewski
2026-06-06 18:36:21 +02:00
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f986510099
feat(surfer): wire tail-managed VRP into PoC as second sleeve (two-sleeve book)
jgrusewski
2026-06-06 17:29:40 +02:00
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ad7feb61ff
feat(surfer): tail-managed VRP — real second sleeve (with honest haircut)
jgrusewski
2026-06-06 17:17:09 +02:00
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9642ad3156
feat(surfer): crypto VRP diversifier check — first real diversifier, but tail+decay
jgrusewski
2026-06-06 17:13:06 +02:00
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dbbe8f7b22
feat(surfer): multi-asset futures test — uncorrelated but no edge (dilutes)
jgrusewski
2026-06-06 17:08:40 +02:00
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ec308346b2
fix(surfer): cwd-independent PoC + fixed-phase weekly rebalance (cron-ready)
jgrusewski
2026-06-06 16:55:42 +02:00
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d6eb5b2ada
feat(surfer): end-to-end Python PoC (backtest|regime|paper|status)
jgrusewski
2026-06-06 16:44:41 +02:00