Treasury Info

${var} — Wallet label to check. If empty, checks all watched wallets.

If ${var} is set, only check the wallet with that label (exact match, case-insensitive).

Configuration

Reads watched addresses from memory/on-chain-watches.yml (auto-created on first run if missing — see Bootstrap below). Minimal schema:

watches:
  - label: Treasury
    address: "0x1234...abcd"
    chain: base            # base, ethereum, optimism, arbitrum, polygon, solana
    type: wallet           # only type:wallet is processed here
protocols: []              # reserved for future protocol-level watches; safe to omit

Bootstrap (file missing)

If memory/on-chain-watches.yml does not exist:

1. Create it with a commented-out template (label/address/chain placeholders, no real addresses).
2. Send one ./notify message: "treasury-info: no watches configured — edit memory/on-chain-watches.yml to enable."
3. Log TREASURY_INFO_NO_CONFIG to memory/logs/${today}.md and exit 0.

If the file exists but has zero type: wallet entries: log TREASURY_INFO_OK — no wallets configured and exit 0 without notifying.

Required / optional secrets

Data flow

Read memory/MEMORY.md for context. Read the most recent per-wallet snapshot from memory/topics/treasury-snapshots.md (see step 5) to compute deltas.

1. Load watches

Parse memory/on-chain-watches.yml. Keep only type: wallet. If ${var} set, filter to matching label (case-insensitive exact match). If no wallets remain after filtering, log TREASURY_INFO_OK — no matching wallet for '${var}' and exit 0.

2. Fetch balances (per wallet)

Try sources in order; record which one succeeded into a source field for the footer.

Primary — Alchemy Portfolio API (if ALCHEMY_API_KEY set):

POST https://api.g.alchemy.com/data/v1/${ALCHEMY_API_KEY}/assets/tokens/by-address
Body: {"addresses":[{"address":"0x…","networks":["base-mainnet"]}],"withMetadata":true,"withPrices":true}

One call returns token balances, decimals, symbols, and USD values across EVM chains. For chain: solana, use solana-mainnet in networks — the same endpoint supports SPL tokens.

Fallback — public RPC + CoinGecko:

• Native balance: eth_getBalance on a public RPC (e.g. https://base.llamarpc.com, https://eth.llamarpc.com).
• ERC-20s: only the subset listed in memory/topics/known-tokens.md (if that file exists) via eth_call → balanceOf.
• Prices + 24h change: https://api.coingecko.com/api/v3/simple/price?ids=…&vs_currencies=usd&include_24hr_change=true.

Enrichment — Bankr PnL (if BANKR_API_KEY set and the wallet address matches the key owner): call GET https://api.bankr.bot/wallet/portfolio?include=pnl&showLowValueTokens=false with header X-API-Key: ${BANKR_API_KEY}. Merge pnl fields into the balance list by token symbol. Skip entirely if it times out after 15s — never block on it.

Sandbox note: if curl fails, retry the same URL once via WebFetch. For auth-required calls, use the pre-fetch pattern — write scripts/prefetch-treasury.sh that curls Alchemy/Bankr with env access and caches JSON under .treasury-cache/${label}.json; the skill reads the cache.

3. Classify holdings

For each token in the response, bucket into:

• stables — symbol in {USDC, USDT, DAI, FRAX, USDe, USDS, PYUSD, TUSD, LUSD, GHO, crvUSD}.
• majors — symbol in {ETH, WETH, stETH, wstETH, rETH, cbETH, SOL, BTC, WBTC, cbBTC, tBTC}.
• longtail — everything else with USD value ≥ $1.
• dust — USD value < $1 (counted, not shown).

4. Compute per-wallet signals

For each wallet compute:

• Total USD value = sum across all non-dust tokens.
• Category shares = stables / majors / longtail / dust as % of total.
• Concentration = largest single non-stable position as % of total. Flag if > 60%.
• Depegs = any stablecoin priced outside [$0.98, $1.02]. Flag with current price.
• Significant tokens = tokens passing either gate:
  • ≥ 1% of total portfolio value, OR
  • |24h price change| ≥ 10% AND ≥ $100 absolute value.
• Delta vs last snapshot (only if a prior snapshot exists for this wallet in memory/topics/treasury-snapshots.md):
  • Total value delta (absolute + %)
  • New tokens: appeared this run, weren't in last snapshot, ≥ $100 value
  • Removed tokens: in last snapshot ≥ $100 value, now < $1
  • Large moves: per-token balance change ≥ 20% AND ≥ $500 absolute

Derive a verdict (one line):

• ACCUMULATING — total value up ≥ 5% since last snapshot
• BLEEDING — total value down ≥ 5% since last snapshot
• SHIFTING — total value within ±5% but category shares moved ≥ 10 percentage points
• STABLE — otherwise

5. Persist snapshot

Append to memory/topics/treasury-snapshots.md (create the file on first run) under a dated section:

## ${today} ${wallet.label} (${wallet.chain})
total_usd: 12345.67
stables_pct: 42
majors_pct: 35
longtail_pct: 23
top: USDC=5200, ETH=4100, cbBTC=1800, AERO=900, PEPE=300
source: alchemy

Keep the last 30 entries per wallet — older ones can be pruned in-place.

6. Format notification

Build one message per run (all wallets combined if ${var} is empty, else one wallet):

*Treasury — ${today}*
Verdict: ACCUMULATING  (+6.2% / +$X,XXX since 2026-04-18)

*${label}* (${chain}) — $12,345.67
stables 42% · majors 35% · longtail 23%

What changed
  • ETH +0.8 (+$1,900, balance +12%)
  • USDC −$1,200 (−8%)
  • new: AERO $900

Significant holdings
  • USDC     5,200  ( 42%)   $1.00
  • ETH      1.25   ( 33%)   $3,280  +2.1% 24h
  • cbBTC    0.025  ( 15%)   $1,800  +0.4% 24h
  • AERO     800    (  7%)   $1.13   −12% 24h   ⚠ moved
  3 dust positions hidden.

Flags
  ⚠ concentration: USDC 42% (stables — ok)
  ⚠ depeg: none

Takeaway: stables 42% — room to deploy if conviction is there.

sources: alchemy=ok bankr=skip coingecko=ok

Rules for the message body:

• Skip the "What changed" block entirely on first run (no prior snapshot). Write first snapshot — baseline saved. instead.
• Skip "Flags" lines that have nothing to report (don't print "depeg: none" if there was no near-miss). Only keep a flag line if it's actually flagged OR a near-miss worth noting.
• Omit the "Takeaway" line when there's nothing specific to say — don't pad.
• Keep the whole message under 1500 chars; truncate the significant-holdings list to top 8 before any omission.

7. Send and log

Send via ./notify. Then log to memory/logs/${today}.md:

### treasury-info
- Wallets: 2 (Treasury-base, Ops-ethereum)
- Verdict: ACCUMULATING (+6.2%)
- Flags: concentration-stables=ok, depegs=none
- Sources: alchemy=ok bankr=skip coingecko=ok
- PR: n/a

If every source failed for every wallet, notify TREASURY_INFO_ERROR — all sources failed (alchemy=fail, coingecko=fail) and log the same line. Do not guess values.

Sandbox note

Sandbox may block outbound curl or env-var expansion in headers. Use WebFetch for auth-free URLs (public RPC, public CoinGecko). For ALCHEMY_API_KEY / BANKR_API_KEY, use the pre-fetch pattern — but note no scripts/prefetch-treasury.sh ships in the repo, so until the operator adds one the auth'd sources are unavailable and the skill must fall back to WebFetch on public endpoints (or omit the auth'd source and say so in the footer). When present, that prefetch script runs before Claude with full env access, caches JSON under .treasury-cache/, and the skill reads the cache. See CLAUDE.md § Sandbox Limitations.

Constraints

• Never invent balances or prices. If a source fails, report the failure in the footer; don't fall back to last-snapshot values as if they were current.
• Don't notify on first run beyond the baseline message — readers shouldn't get a "0% change" page on day one.
• Respect ${var}: when set, only process that wallet and only persist that wallet's snapshot.
• Preserve token decimals correctly when computing balance deltas (integer math on raw units, divide at the end).