feat: ETH↔USDC trend-following agent that copies smart-money flows (+ dashboard)

[arunsajeev17]

What this is, plainly

An agent that automatically moves a wallet between ETH and a dollar stablecoin
(USDC) by following wallets with a track record of trading well. Nansen labels
that group "smart money" and tracks whether they are collectively net buying or
net selling. When smart money is net-buying ETH, the agent rotates into ETH;
when they are net-selling, it rotates into USDC (cash). It runs on Base, pays
for the Nansen signal itself via x402, and every trade is signed by a
policy-gated WaaP wallet — so it can shift the position but cannot drain the
wallet. (Full reader-facing explainer in the activity README.)

Summary

Adds the Smart-Money ETH/USDC Rotator — a new AEX starter activity (plus its
monitoring dashboard) that follows Nansen smart-money netflow and rotates WETH/USDC
on Base through a WaaP-signed CoW order.

AEX fit: it's the first catalog activity with a paid, off-chain data dependency —
it pays for its own signal via x402 — which makes it the catalog's concrete proof of
the "agent pays for its own data" pattern AEX wants to showcase.

What's here

• agents/evm-trading-smart-money-rotator/ — activity.json, README, and templates
  for the claude / standalone / nous runtimes. Registry build passes.
• dashboards/smart-money-rotator/ — Next.js dashboard; reads the agent's JSON-lines
  log live (mock fallback), README documents the LOG_DIR/LOG_FILE wiring.

Design notes

• Two wallets by design: a throwaway hot wallet (~$5) pays Nansen via x402; the
  WaaP wallet (2PC, policy-gated) signs the trades and never sits in env.
• Enforcement is honest: the per-order cap is enforced in the agent (a swap is
  net-~$0, so WaaP's net-balance policy auto-approves it); WaaP is the exfiltration
  firewall + split-key signer. The agent can churn the position, not drain the wallet.
• Dry-run by default. No profitability claim — a clean reference of
  signal → decision → signed execution.

Verification — live on Base

The full path is verified live. A WaaP-signed CoW order was accepted and filled
end-to-end on Base: signature recovery to the WaaP address, CoW appData
passthrough, and the VaultRelayer allowance all confirmed. The live run caught and
fixed two bugs now in this PR:

• VaultRelayer checksum — the address had an invalid EIP-55 checksum that crashed
  every run via viem getAddress; corrected to canonical.
• Order sizing — orders ignored the wallet's actual balance and could be
  unfillable; now bounded by min(order cap, 24h outflow cap, sell-balance × 0.97).

Known issue (WaaP product, not this recipe): WaaP policy false-flags canonical
Base WETH (0x4200…0006) as malicious, firing a one-time 2FA on the first approval.
Tracked at holonym-foundation/internal-docs#1353. After that one tap, trading is
autonomous.

Tracking issue: holonym-foundation/internal-docs#1235

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Project	Deployment	Actions	Updated (UTC)
aex-agents	Ready	Preview, Comment	Jun 25, 2026 2:34pm

[hebbianloop]

Review (consolidation pass): scoped, additive new-agent template — green CI, no shared-code changes, no leaked secrets. Note: the agent holds a separate raw-key EOA (DATA_WALLET_PRIVATE_KEY, ~$5 USDC) for x402/Nansen data payments — intentional + isolated from WaaP custody; fine to ship, consider WaaP/x402 routing later. LGTM — holding for @hebbianloop to merge (contributor PR).

[hebbianloop]

Status update (2026-06-22): this went CONFLICTING after #44 (batch-1 Scout→Farmer + profile-class registry) merged to main — both touch the create-agent-wallet registry (likely registry-coverage.test.ts / src/registry/types.ts + the agents manifest list). The change is additive, so the rebase should be clean to resolve (keep both agent sets + add evm-trading-smart-money-rotator to the coverage list).

@arunsajeev17 — could you git rebase origin/main and push? Then it's good to merge (review already LGTM'd). Happy to do the rebase for you if you'd prefer — just say the word.