squad: ideation — ten-strangers playbook + agent-builder targeting

[nategeier]

Docs only — no product surface. Ideation/strategy lane of the 2026-08-18 standing squad.

What's in it

STRATEGY-squad-2026-08-18.md (repo root, alongside the other HANDOFF/DECISIONS docs):

• §0 One recommendation: start with the watched $20 USDC→ETH swap on Base — mint it on /links, hand it one at a time to ten people Nate can reach, screen the wallet first ("MetaMask/Rabby + ≥$25 USDC on Base?"), disclose /rebrand in the DM, 15-min screen-shared call with /dashboard/failures open. It CONFIRMS the shape of THE WEEK item 7 (one ask, hand-recruit, watch) and REPLACES its ask.
• Why not Spot Guardian: it is smart-wallet-only (Spend Permission approveWithSignature reverts for EOAs — lib/dca-auto-exec.ts:116; every wallet path we ship is an EOA: MetaMask, Rabby, coinbaseWallet eoaOnly, CDP embedded createOnLogin:'eoa'); spot_guard_policies has ONE row (the burner's dev drill) — never armed in prod by anyone; and the natural phrasing ("protect my ETH with a 10% stop loss", the product's own example prompt) routes to the HL perps guardian.
• §1 Scoreboard — 12 plays × 3 judges (premise / cost-vs-time / owner-independence). Kill list: none (ideators routed around owner items).
• §2 Top-3 human plays as tomorrow-morning checklists w/ templates in Nate's voice: H1 the watched swap · H2 the $5 inbox relay (buys inbox-open + non-Nate mint + first "returned") · H3 the DCA circle (the only play that measures a return; no push exists — DM is the reminder).
• §3 Top-2 agent-builder plays: B1 claude mcp add hands + prepare_handoff (keyless, live) · B2 desk-on-a-call with three named plugin authors. Precondition (owner, 1 min): BROKER_DESK_ENABLED=true — verified today prod broker_open returns "not accepting new intents".
• §4 Kill appendix (Spot Guardian lead, HL flagship, Lido house link, AAPL as lead, credibility post now, framework PRs, unsolicited inbox sends, broadcasts).
• §6 Ask inventory read off scripts/ask-ladder.ts @ 8f53651: the 5 asks a stranger types at the swap door + the next ring + the protection family. Planner fall-throughs flagged FOR QA: buy $20 eth on base (no "of"), send $5 to nate.eth, set up a weekly $10 ETH buy, make my wallet 60% ETH 40% USDC (mosaic needs "tile"), sell my eth when it hits $4000 (limit shape), buy some HYPE and 2x long. Also: /i/stake-eth walls funded strangers 7× (0.05 ETH + mainnet gas ≈ $200) and is mislabelled planner-answer (build_path null on the refusal path).

Verification

Read-only only: Neon yeetful (ask_failures, spot_guard_policies, embed_turns, intent_links, broker_intents), prod probes (/api/broker/mcp broker_capabilities + broker_open, hands-mcp tools/list + prepare_handoff, /sign?ask= 200, /i/dca-eth, /docs/desk, /links), simulateLadder() runs. No rows written (broker_open refused; prepare_handoff is stateless). No gates needed (docs).

Owner items (never executed here)

1. BROKER_DESK_ENABLED=true on Vercel (precondition for B1/B2).
2. PANTESSA_API_KEY on the hands-mcp project so mint_intent_link works keylessly (or lead with prepare_handoff, as the doc does).
3. Rule-4 consent if wanted: $10/tester + gas (~$120), the $5 relay float.
4. THE WEEK items 1–2, 5–6 unchanged; none of the plays wait on them.

🤖 Generated with Claude Code

Round 2 (appended, same doc)

• §8 H1 premortem — ten failure modes on a stranger's machine w/ visibility + smallest pre-drill fix. Key facts: H1's link routes to Uniswap v3, not CoW (venue rule); "on Base" beats the picker; live CoW quotes on Base at $20 = feeAmount 0.0023 USDC (no SellAmountDoesNotCoverFee) → $20 stays. Two blind spots for QA: ERC-20 sell turns don't pre-read gas ETH; only SignHlActionButton reports wallet refusals — SendTxButton/SendTxChain/SignOrderButton are invisible in /dashboard/failures.
• §9 B1 named targets — ten repos/people verified live via gh api (pushed_at ≥ 06-19, named active logins), two 3-line asks in Nate's voice, per-row openers, listing paths. ⛔ Precondition: BROKER_DESK_ENABLED=true — 7/10 targets' agents sign with their own key and need the desk. Verified ecosystem changes: goat-sdk/goat archived; elizaos-plugins org empty (wallet code → elizaOS/eliza plugins/plugin-wallet); coinbase/x402 is a dev fork of x402-foundation/x402.

Round 3 (appended, same doc)

• §10 premortem scorecard — verdicts read from code on the lane branches: 6 CLOSED (added postgres #1 gas pre-read + refusal beacon, Add Vercel Analytics to app layout #3 switch retry, Fix Coinbase Wallet payments: use in-page extension (eoaOnly) #6 save bar, Reserve green badge for active agents; drop stray "Live" #7 /rebrand on /i, …), 3 MITIGATED (Integrate RainbowKit wallet & providers #2 auto-fire/spending-cap, Update layout.tsx #4 door w/ email still offered, Redesign directory UI #5 amount-out not balance, Fix WalletConnect indexedDB SSR crash on Next 16 #10 viem-wrapped refusal text), 1 OPEN-owner (Replace bolt logo with the new yeetful agent-graph mark #9 NEXT_PUBLIC_WC_PROJECT_ID unset on prod). NEW from the frames: "Sign in wallet…" reads as login; header exit-ramp chips mid-flow; CALL vs YOUR-WALLET-SIGNS vocabulary mismatch; integration 990d8c7 predates uiux r5; squad: security review + honest arrival denominator #650×squad: UI/UX polish — 375px stranger drill of the aha surfaces + entity-space sweep #653 merge order.
• §10.1 recommendation re-issued (unchanged) + go/no-go: MUST merge+deploy squad: security review + honest arrival denominator #650 → squad: UI/UX polish — 375px stranger drill of the aha surfaces + entity-space sweep #653 (incl. r5) → squad: visuals — launch-clip pass #651 → squad: QA — funded-failure drain + drills #652; owner steps (claimed-handle mint + mirror link, watch tabs, backfill, /l/yeet brand row); optional (WC env, N1–N3, OTP proof); NOT gates (MetaMask issue, HL fee env, mail, Neon rebrand, desk flip). If the PRs slip, run session one on today's prod with the voice pre-brief.

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