Unblock hosted agent cost E2E

Dockerfile

@@ -6,7 +6,7 @@ RUN apt-get update \
 
 WORKDIR /app
 COPY . .
-RUN pip install --no-cache-dir -e ".[mcp]"
+RUN pip install --no-cache-dir -e ".[mcp,telegram]"
 
 # Persistent state volume (Railway mounts here)
 RUN mkdir -p /data

README.md

@@ -21,7 +21,7 @@
   <img src="https://img.shields.io/badge/strategies-14-C9A84C" alt="Strategies" />
   <img src="https://img.shields.io/badge/tests-483%20passing-brightgreen" alt="Tests" />
   <img src="https://img.shields.io/badge/license-MIT-blue" alt="License" />
-  <img src="https://img.shields.io/badge/MCP-16%20tools-8A2BE2" alt="MCP" />
+  <img src="https://img.shields.io/badge/MCP-18%20tools-8A2BE2" alt="MCP" />
 </p>
 
 <p align="center">
@@ -75,6 +75,20 @@ hl run engine_mm -i ETH-PERP --tick 10 --mainnet
 hl apex run --mainnet
 ```
 
+### Funding Hedge
+
+Propose a read-only BTCSWP funding-rate hedge from the CLI or any MCP client. This is the public, pure-math slice of the Nunchi funding hedge: same-side BTCSWP, 1/15 notional by default, no order execution.
+
+```bash
+hl hedge propose --asset BTC --side long --perp-notional 150000 --funding-apr 42
+hl hedge propose --asset BTC --side long --perp-notional 150000 --funding-rate-8h 0.0003 --json
+hl hedge backtest --csv funding.csv --asset BTC --side long --perp-notional 150000
+```
+
+Backtest CSVs need a `funding_rate_8h`, `perp_funding_rate_8h`, `funding_rate`, or `rate` column. Add `hedge_rate_8h`, `btcswp_rate_8h`, or `btcswp_funding_rate_8h` when you have realized BTCSWP rates; otherwise the backtest uses an idealized offset.
+
+MCP tools: `funding_hedge_propose`, `funding_hedge_backtest`
+
 ---
 
 ## Strategies
@@ -119,7 +133,7 @@ Supporting strategies for portfolio management, block liquidity, and autonomous
 
 | Strategy | Description | Key Parameters | When to Use |
 |----------|-------------|----------------|-------------|
-| `hedge_agent` | Reduces excess exposure per deterministic mandate. Fires when net notional exceeds threshold. | `notional_threshold` | Always-on risk overlay. Pairs with any MM or signal strategy. |
+| `hedge_agent` | Inventory exposure reducer. Fires when net notional exceeds threshold. This is not the BTCSWP funding-rate hedge; use `hl hedge propose` / `hl hedge backtest` for that. | `notional_threshold` | Always-on risk overlay. Pairs with any MM or signal strategy. |
 | `rfq_agent` | Block-size dark RFQ liquidity — quotes for large orders with wider spreads. | `min_size`, `spread_bps` | Institutional/block flow. Provides hidden liquidity for large counterparties. |
 | `claude_agent` | Multi-model LLM trading agent. Sends market snapshot to an LLM (Gemini, Claude, or OpenAI), receives structured trade decisions. | `model`, `base_size` | Experimental/research. Autonomous decision-making using LLM reasoning. |
 
@@ -460,6 +474,8 @@ hl radar run [options]            # Opportunity radar
 hl pulse run [options]            # Pulse momentum detector
 hl guard run -i ETH-PERP [options] # Guard trailing stop
 hl reflect run [--since DATE]        # Performance review
+hl hedge propose [options]         # BTCSWP funding hedge proposal
+hl hedge backtest --csv <path>     # Local funding hedge cashflow backtest
 
 # Infrastructure
 hl builder approve [--mainnet]    # Approve builder fee
@@ -481,7 +497,7 @@ hl mcp serve                      # stdio transport (default)
 hl mcp serve --transport sse      # SSE transport
 ```
 
-**16 tools exposed:** `account`, `status`, `trade`, `run_strategy`, `strategies`, `radar_run`, `apex_status`, `apex_run`, `reflect_run`, `setup_check`, `builder_status`, `wallet_list`, `wallet_auto`, `agent_memory`, `trade_journal`, `judge_report`
+**18 tools exposed:** `account`, `status`, `trade`, `run_strategy`, `strategies`, `funding_hedge_propose`, `funding_hedge_backtest`, `radar_run`, `apex_status`, `apex_run`, `reflect_run`, `setup_check`, `builder_status`, `wallet_list`, `wallet_auto`, `agent_memory`, `trade_journal`, `judge_report`
 
 Fast tools (strategies, builder, wallet, setup, memory, journal, judge) call Python directly — zero subprocess overhead.
 
@@ -572,7 +588,7 @@ hl run engine_mm -i BTCSWP-USDYP --tick 10
 ```
 cli/           CLI commands and trading engine
   commands/    Subcommand modules (run, apex, radar, pulse, guard, reflect, house, ...)
-  mcp_server.py  MCP server (16 tools via FastMCP)
+  mcp_server.py  MCP server (18 tools via FastMCP)
   hl_adapter.py  Direct HL API adapter (live + mock)
   builder_fee.py Builder fee config (HL native BuilderInfo)
   keystore.py    Encrypted keystore (geth-compatible)

cli/commands/hedge.py

@@ -0,0 +1,86 @@
+"""hl hedge — funding-rate hedge proposal tools."""
+from __future__ import annotations
+
+import json
+from pathlib import Path
+from typing import Optional
+
+import typer
+
+hedge_app = typer.Typer(no_args_is_help=True)
+
+
+@hedge_app.command("propose", help="Propose a BTCSWP funding-rate hedge")
+def hedge_propose(
+    asset: str = typer.Option("BTC", "--asset", help="Underlying perp exposure. BTC is deployed today."),
+    side: str = typer.Option("long", "--side", help="Perp exposure side: long or short."),
+    perp_notional: float = typer.Option(..., "--perp-notional", help="Absolute perp notional in USD."),
+    funding_apr: Optional[float] = typer.Option(
+        None,
+        "--funding-apr",
+        help="Annualized funding APR. Accepts 0.42 or 42 for 42%.",
+    ),
+    funding_rate_8h: Optional[float] = typer.Option(
+        None,
+        "--funding-rate-8h",
+        help="8h funding rate as a decimal, e.g. 0.0003. Used only if --funding-apr is omitted.",
+    ),
+    vol_multiplier: float = typer.Option(15.0, "--vol-multiplier", help="BTCSWP hedge multiplier."),
+    json_output: bool = typer.Option(False, "--json", help="Output machine-readable JSON."),
+) -> None:
+    """Return a read-only BTCSWP sizing proposal for a BTC funding exposure."""
+    from modules.funding_hedge import format_proposal, propose_funding_hedge
+
+    try:
+        proposal = propose_funding_hedge(
+            asset=asset,
+            perp_side=side,
+            perp_notional_usd=perp_notional,
+            funding_apr=funding_apr,
+            funding_rate_8h=funding_rate_8h,
+            vol_multiplier=vol_multiplier,
+        )
+    except ValueError as exc:
+        raise typer.BadParameter(str(exc)) from exc
+
+    if json_output:
+        typer.echo(json.dumps(proposal.to_dict(), indent=2))
+    else:
+        typer.echo(format_proposal(proposal))
+
+
+@hedge_app.command("backtest", help="Backtest BTCSWP funding hedge cashflows from CSV")
+def hedge_backtest(
+    csv_path: Path = typer.Option(
+        ...,
+        "--csv",
+        exists=True,
+        file_okay=True,
+        dir_okay=False,
+        readable=True,
+        help="CSV with funding_rate_8h/funding_rate column and optional hedge_rate_8h.",
+    ),
+    asset: str = typer.Option("BTC", "--asset", help="Underlying perp exposure. BTC is deployed today."),
+    side: str = typer.Option("long", "--side", help="Perp exposure side: long or short."),
+    perp_notional: float = typer.Option(..., "--perp-notional", help="Absolute perp notional in USD."),
+    vol_multiplier: float = typer.Option(15.0, "--vol-multiplier", help="BTCSWP hedge multiplier."),
+    json_output: bool = typer.Option(False, "--json", help="Output machine-readable JSON."),
+) -> None:
+    """Backtest funding cashflows for a same-side BTCSWP hedge."""
+    from modules.funding_hedge import backtest_funding_hedge_csv, format_backtest
+
+    try:
+        backtest = backtest_funding_hedge_csv(
+            csv_path=csv_path,
+            asset=asset,
+            perp_side=side,
+            perp_notional_usd=perp_notional,
+            vol_multiplier=vol_multiplier,
+        )
+    except ValueError as exc:
+        raise typer.BadParameter(str(exc)) from exc
+
+    if json_output:
+        typer.echo(json.dumps(backtest.to_dict(), indent=2))
+    else:
+        typer.echo(format_backtest(backtest))