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defiQUG 24119f8a6e chore(policy): peg-bands gruPolicyIntegration + GRU reference primacy cross-links

- Add gruPolicyIntegration block (referencePrimacyDoc, meshExecutionRole) to peg-bands.json
- Document parent-repo policy and CI verifier in README, bot policy, and oracles doc

Made-with: Cursor

2026-04-13 03:12:45 -07:00

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Bot Policy (What It Actually Does)

Inputs (per pool)

Oracle price P_oracle(T) — target peg: 1.00 for USD stables; FX for EUR tokens
Pool mid price P_pool(T)
Deviation: δ = (P_pool - P_oracle) / P_oracle
Inventory imbalance on cW side (how much of your token remains vs baseline)
Public chain liquidity/volatility conditions
Bridge backlog / mint-burn queue status (if available)

Actions

1. Tight-peg maintenance trades

If P_pool(T) > P_oracle + band → bot sells T into pool (adds T inventory / absorbs quote)
If P_pool(T) < P_oracle - band → bot buys T from pool (removes T inventory / spends quote)

2. Inventory re-centering

If pool is “too drained” of T (or too full), bot adjusts by:
- Adding/removing single-sided liquidity on T side
- Optionally bridging more T from ChainID 138 or redeeming back

3. Cross-pool routing

When multiple quotes exist (USDT/USDC/DAI), the bot routes to the best edge:

Trade where slippage + fee is lowest
Optionally rebalance quote asset via existing DEX routes (USDC ↔ USDT ↔ DAI)

4. Bridge-aware throttling

If the bridge is congested or risk flags trip, bot widens bands / reduces exposure

5. Gas-budgeted micro-support lane

For selected wrapped USD rails, especially cWUSDC and cWUSDT, you can reserve a small gas budget for micro-trades against USDC / USDT:

Prefer matched-quote rails when they exist: cWUSDC/USDC, cWUSDT/USDT
Keep each trade tiny relative to I_T^*
Use inventory-aware direction first: sell cW into the pool when inventory is too low; buy cW from the pool when inventory is too high
If the pool is already near its inventory target, alternate tiny buys/sells only within a separate gas budget

Purpose:

Give wrappers observable turnover
Tighten route discovery and quote confidence
Keep the support lane small enough that the PMM remains a corridor defense tool, not the primary venue

Important: this improves tradability and price discovery, but it does not create backing or intrinsic value by itself.

Peg bands

GRU reference primacy (proxmox parent repo): Bot deviation logic implements corridors around oracle targets; it does not replace institution-grade FX/GRU/XDR references. Canonical policy + integration checklist: proxmox docs/04-configuration/GRU_REFERENCE_PRIMACY_AND_MESH_EXECUTION_MODEL.md. The peg config carries a machine hook gruPolicyIntegration in ../config/peg-bands.json (validated by parent scripts/verify/check-gru-reference-primacy-integration.sh).

See ../config/peg-bands.json and 05-oracles.md. Summary:

USD-pegged: Normal ±10–25 bps; stress ±50–150 bps; circuit break >2%
EUR-pegged: Normal ±25–50 bps; stress ±100–250 bps; anchor via EURUSD oracle

State machine and pseudo-code: ../spec/bot-state-machine.md, ../spec/bot-pseudo-code.md.

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