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[]
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:bitcoin_treasury","field":"narrative","value":{"oneliner":"Bitcoin / crypto treasury \u2014 tracking \u2014 mixed","updated_at":"2026-04-22T00:02:59.952489+00:00"}}...
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0.0
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opportunity:theme_fact:bitcoin_treasury:narrative: opportunity:theme_fact:bitcoin_treasury:narrative:2026-04-22...
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2026-04-22T00:03:09.630767+00:00
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:bitcoin_treasury","field":"member_tickers","value":["COIN","MARA","RIOT","MSTR","CLSK","HUT"]}...
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0.0
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opportunity:theme_fact:bitcoin_treasury:member_tic opportunity:theme_fact:bitcoin_treasury:member_tickers:2026-04-22...
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2026-04-22T00:03:09.639828+00:00
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:bitcoin_treasury","field":"catalysts_14d","value":[]}...
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0.0
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opportunity:theme_fact:bitcoin_treasury:catalysts_ opportunity:theme_fact:bitcoin_treasury:catalysts_14d:2026-04-22...
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2026-04-22T00:03:09.665506+00:00
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{"link":{"from_id":"equity:MS& {"link":{"from_id":"equity:MS","to_id":"theme:bitcoin_treasury","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:bitcoin_treasury:MS:20 opportunity:member_of_close:bitcoin_treasury:MS:2026-04-22...
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2026-04-22T00:03:09.676982+00:00
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{"link":{"from_id":"equity:BTC {"link":{"from_id":"equity:BTC","to_id":"theme:bitcoin_treasury","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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0.0
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opportunity:member_of_close:bitcoin_treasury:BTC:2 opportunity:member_of_close:bitcoin_treasury:BTC:2026-04-22...
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2026-04-22T00:03:09.686302+00:00
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{"link":{"from_id":"equity:ETH {"link":{"from_id":"equity:ETH","to_id":"theme:bitcoin_treasury","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:bitcoin_treasury:ETH:2 opportunity:member_of_close:bitcoin_treasury:ETH:2026-04-22...
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2026-04-22T00:03:09.695746+00:00
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{"link":{"from_id":"equity:MSB {"link":{"from_id":"equity:MSBT","to_id":"theme:bitcoin_treasury","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:bitcoin_treasury:MSBT: opportunity:member_of_close:bitcoin_treasury:MSBT:2026-04-22...
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2026-04-22T00:03:09.705653+00:00
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{"link":{"from_id":"equity:BIT {"link":{"from_id":"equity:BITCOIN","to_id":"theme:bitcoin_treasury","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:bitcoin_treasury:BITCO opportunity:member_of_close:bitcoin_treasury:BITCOIN:2026-04-22...
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2026-04-22T00:03:09.734843+00:00
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{"link":{"from_id":"equity:IBI {"link":{"from_id":"equity:IBIT","to_id":"theme:bitcoin_treasury","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:bitcoin_treasury:IBIT: opportunity:member_of_close:bitcoin_treasury:IBIT:2026-04-22...
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2026-04-22T00:03:09.746554+00:00
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{"link":{"from_id":"equity:DOG {"link":{"from_id":"equity:DOGE","to_id":"theme:bitcoin_treasury","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:bitcoin_treasury:DOGE: opportunity:member_of_close:bitcoin_treasury:DOGE:2026-04-22...
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2026-04-22T00:03:09.758959+00:00
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{"link":{"from_id":"equity:SOL {"link":{"from_id":"equity:SOL","to_id":"theme:bitcoin_treasury","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:bitcoin_treasury:SOL:2 opportunity:member_of_close:bitcoin_treasury:SOL:2026-04-22...
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{"link":{"from_id":"equity:BLK {"link":{"from_id":"equity:BLK","to_id":"theme:bitcoin_treasury","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:bitcoin_treasury:BLK:2 opportunity:member_of_close:bitcoin_treasury:BLK:2026-04-22...
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2026-04-22T00:03:09.804034+00:00
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{"link":{"from_id":"equity:XYZ {"link":{"from_id":"equity:XYZ","to_id":"theme:bitcoin_treasury","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:bitcoin_treasury:XYZ:2 opportunity:member_of_close:bitcoin_treasury:XYZ:2026-04-22...
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2026-04-22T00:03:09.828646+00:00
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{"link":{"from_id":"equity:GS& {"link":{"from_id":"equity:GS","to_id":"theme:bitcoin_treasury","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:bitcoin_treasury:GS:20 opportunity:member_of_close:bitcoin_treasury:GS:2026-04-22...
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2026-04-22T00:03:09.831226+00:00
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{"link":{"from_id":"equity:XRP {"link":{"from_id":"equity:XRP","to_id":"theme:bitcoin_treasury","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:bitcoin_treasury:XRP:2 opportunity:member_of_close:bitcoin_treasury:XRP:2026-04-22...
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2026-04-22T00:03:09.833434+00:00
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:nuclear_renaissance","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0375,"sm":0.0,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.0},{"components":{"news":0.0964,"pa":0.0375,"sm":0.2241,"ta":0.3177},"d":"2026-04-17","direction":"up","score":0.1485},{"components":{"news":0.3862,"pa":0.0,"sm":0.1216,"ta":0.0},"d":"2026-04-18","direction":"neutral","score":0.1402},{"components":{"news":0.2485,"pa":0.0375,"sm":0.1203,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.1099},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-20","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0375,"sm":0.5481,"ta":0.0},"d":"2026-04-21","direction":"neutral","score":0.1209},{"components":{"news":0.0,"pa":0.0375,"sm":0.0,"ta":0.0},"d":"2026-04-22","direction":"neutral","score":0.0112}],"score":0.0112,"updated_at":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:theme_fact:nuclear_renaissance:heat_sc opportunity:theme_fact:nuclear_renaissance:heat_score:2026-04-22...
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2026-04-22T00:03:09.837525+00:00
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:nuclear_renaissance","field":"hot","value":{"as_of":"2026-04-22T00:02:59.952489+00:00","components_passing":0,"is_hot":false}}...
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0.0
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opportunity:theme_fact:nuclear_renaissance:hot:202 opportunity:theme_fact:nuclear_renaissance:hot:2026-04-22...
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2026-04-22T00:03:09.839691+00:00
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:nuclear_renaissance","field":"narrative","value":{"oneliner":"Nuclear renaissance (SMR + restarts) \u2014 tracking \u2014 mixed","updated_at":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:theme_fact:nuclear_renaissance:narrati opportunity:theme_fact:nuclear_renaissance:narrative:2026-04-22...
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2026-04-22T00:03:09.841819+00:00
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:nuclear_renaissance","field":"member_tickers","value":["BWXT","CCJ","OKLO","NNE","SMR","VST","CEG","TLN"]}...
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opportunity:theme_fact:nuclear_renaissance:member_ opportunity:theme_fact:nuclear_renaissance:member_tickers:2026-04-22...
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2026-04-22T00:03:09.843789+00:00
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:nuclear_renaissance","field":"catalysts_14d","value":[]}...
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opportunity:theme_fact:nuclear_renaissance:catalys opportunity:theme_fact:nuclear_renaissance:catalysts_14d:2026-04-22...
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2026-04-22T00:03:09.845800+00:00
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{"link":{"from_id":"equity:SMR {"link":{"from_id":"equity:SMRS","to_id":"theme:nuclear_renaissance","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:nuclear_renaissance:SM opportunity:member_of_close:nuclear_renaissance:SMRS:2026-04-22...
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2026-04-22T00:03:09.849539+00:00
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{"link":{"from_id":"equity:VRT {"link":{"from_id":"equity:VRT","to_id":"theme:nuclear_renaissance","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:nuclear_renaissance:VR opportunity:member_of_close:nuclear_renaissance:VRT:2026-04-22...
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2026-04-22T00:03:09.851484+00:00
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opportunity_theme_engine
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{"link":{"from_id":"equity:US_ {"link":{"from_id":"equity:US_OIL_WTI","to_id":"theme:nuclear_renaissance","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:nuclear_renaissance:US opportunity:member_of_close:nuclear_renaissance:US_OIL_WTI:2026-04-22...
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2026-04-22T00:03:09.862910+00:00
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{"link":{"from_id":"equity:GEV {"link":{"from_id":"equity:GEV","to_id":"theme:nuclear_renaissance","type":"member_of","valid_to":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:member_of_close:nuclear_renaissance:GE opportunity:member_of_close:nuclear_renaissance:GEV:2026-04-22...
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2026-04-22T00:03:09.887692+00:00
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:china_reopen_stimulus","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-17","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-18","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-20","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-21","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-22","direction":"neutral","score":0.0}],"score":0.0,"updated_at":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:theme_fact:china_reopen_stimulus:heat_ opportunity:theme_fact:china_reopen_stimulus:heat_score:2026-04-22...
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2026-04-22T00:03:09.899099+00:00
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:china_reopen_stimulus","field":"hot","value":{"as_of":"2026-04-22T00:02:59.952489+00:00","components_passing":0,"is_hot":false}}...
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opportunity:theme_fact:china_reopen_stimulus:hot:2 opportunity:theme_fact:china_reopen_stimulus:hot:2026-04-22...
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2026-04-22T00:03:09.907218+00:00
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:china_reopen_stimulus","field":"narrative","value":{"oneliner":"China reopen / stimulus \u2014 tracking \u2014 mixed","updated_at":"2026-04-22T00:02:59.952489+00:00"}}...
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opportunity:theme_fact:china_reopen_stimulus:narra opportunity:theme_fact:china_reopen_stimulus:narrative:2026-04-22...
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2026-04-22T00:03:09.932471+00:00
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:china_reopen_stimulus","field":"member_tickers","value":["BABA","JD","KWEB","FXI","MCHI","PDD","NTES"]}...
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0.0
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opportunity:theme_fact:china_reopen_stimulus:membe opportunity:theme_fact:china_reopen_stimulus:member_tickers:2026-04-22...
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2026-04-22T00:03:09.941192+00:00
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:us_homebuilders_rates","field":"heat_score","value":{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"components_passing":0,"direction":"neutral","emergent":false,"history":[{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-16","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.4566},"d":"2026-04-17","direction":"down","score":0.0913},{"components":{"news":0.0,"pa":0.0429,"sm":0.0,"ta":0.4649},"d":"2026-04-18","direction":"mixed","score":0.1058},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-19","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-20","direction":"neutral","score":0.0},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.32},"d":"2026-04-21","direction":"up","score":0.064},{"components":{"news":0.0,"pa":0.0,"sm":0.0,"ta":0.0},"d":"2026-04-22","direction":"neutral","score":0.0}],"score":0.0,"updated_at":"2026-04-22T00:02:59.952489+00:00"}}...
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:us_homebuilders_rates","field":"hot","value":{"as_of":"2026-04-22T00:02:59.952489+00:00","components_passing":0,"is_hot":false}}...
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{"as_of":"2026-04-22T00:02:59.952489+0 {"as_of":"2026-04-22T00:02:59.952489+00:00","entity_id":"theme:us_homebuilders_rates","field":"narrative","value":{"oneliner":"US homebuilders / rates \u2014 tracking \u2014 mixed","updated_at":"2026-04-22T00:02:59.952489+00:00"}}...
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{"cost_usd":0.000429,"meta":{" {"cost_usd":0.000429,"meta":{"feature":null,"governance":{"chars_trimmed":17827,"complexity":"high","cost_24h_usd":2.363732,"enabled":true,"governance_version":"v1","input_budget_tokens":9000,"input_tokens_final":1838,"input_tokens_original":1838,"messages_dropped":0,"messages_final":2,"messages_original":2,"output_budget_tokens":1800,"output_tokens_final":5400,"policy_flags":{"context_trimmed":true,"model_rerouted":false,"output_capped":false},"pressure":"normal","reason_codes":["task_class:intel_triage","complexity:high","pressure:normal","context_trimmed","output_over_recommended_budget"],"requested_model":"gpt-5.4-nano","requested_output_tokens":5400,"response_format_type":"json_schema","schema_name":"intel_triage_residue_v1","selected_model":"gpt-5.4-nano","task_class":"intel_triage"},"max_output_tokens":5400,"requested_max_output_tokens":5400,"requested_model":"gpt-5.4-nano","response_format":"json_schema","temperature":0.1},"model":"gpt-5.4-nano","pricing":{"input_per_1m":0.2,"output_per_1m":1.25,"price_key":"gpt-5.4-nano","source":"env_map"},"provider":"openai","response_id":"resp_0cdbf6d96fba4dbd0069e811069cb0819086469829d6da55dc","usage":{"input_tokens":1963,"input_tokens_details":{"cached_tokens":1792},"output_tokens":29,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":1992}}...
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{"link":{"from_id":"equity:NU& {"link":{"from_id":"equity:NU","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-22T00:08:00.643328+00:00"}}...
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{"link":{"from_id":"equity:AMZ {"link":{"from_id":"equity:AMZN","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-22T00:08:00.643328+00:00"}}...
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{"link":{"from_id":"equity:DLT {"link":{"from_id":"equity:DLTR","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-22T00:08:00.643328+00:00"}}...
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{"link":{"from_id":"equity:PLD {"link":{"from_id":"equity:PLD","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-22T00:08:00.643328+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:PLD:2026-04-22...
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NULL
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2026-04-22T00:08:04.491632+00:00
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477231
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evt_e9f74d830e4e
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link_upsert
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2026-04-22T00:08:00.643328+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:MSF {"link":{"from_id":"equity:MSFT","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-22T00:08:00.643328+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:MSFT:2026-04-22...
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NULL
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2026-04-22T00:08:04.551042+00:00
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477232
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evt_ff8f7cf27380
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link_upsert
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2026-04-22T00:08:00.643328+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:KEY {"link":{"from_id":"equity:KEY","to_id":"theme:onshoring_industrials","type":"member_of","valid_to":"2026-04-22T00:08:00.643328+00:00"}}...
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opportunity:member_of_close:onshoring_industrials: opportunity:member_of_close:onshoring_industrials:KEY:2026-04-22...
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NULL
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2026-04-22T00:08:04.564949+00:00
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477233
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evt_58f6912a7f09
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link_upsert
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2026-04-22T00:08:00.643328+00:00
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opportunity_theme_engine
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[]
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{"link":{"from_id":"equity:US_ {"link":{"from_id":"equity:US_OIL_WTI","to_id":"theme:memory_ai_datacenter","type":"member_of","valid_to":"2026-04-22T00:08:00.643328+00:00"}}...
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NULL
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0.0
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opportunity:member_of_close:memory_ai_datacenter:U opportunity:member_of_close:memory_ai_datacenter:US_OIL_WTI:2026-04-22...
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NULL
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2026-04-22T00:08:04.736439+00:00
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477234
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evt_11a6405f1673
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llm_usage
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2026-04-22T00:08:18.764795+00:00
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llm:openai
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[]
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NULL
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0.0
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llm_usage:resp_04fa70d22849bc7a0069e8116b28dc81949 llm_usage:resp_04fa70d22849bc7a0069e8116b28dc81949a5c6620b425fec4...
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NULL
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2026-04-22T00:08:18.764849+00:00
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