Weekly Vault AI Uncle Report, November 2–9. A tough week for ETH and alts, so Uncle aligned the numbers with market conditions. Market context (this morning): · BTC ~$74.7K (-1.5% 24h), ETH ~$2,129 (-4.9%), BNB ~$685 (-1.6%), SOL ~$86.6 (-3.5%) · Total market cap -5.4% in 24h, Fear & Greed 29 (Fear) · Meme basket median -3.8% · 24h DEX volume vs 7-day average: Ethereum -56%, Solana -45%, BSC -29% · 7-day TVL by chain: BSC -2.9%, Ethereum -3.6%, Solana -5.7% Low volume compressed LP fees, and declining alts dragged down position values—this is the context for the numbers below. 7-day performance (vault vs holding core asset): · Robinhood Vault: -5.28% vs holding ETH -7.09% (outperformed by 1.81 percentage points). 7-day fees ~$42.39; 4 of 4 positions in range. · BSC Vault: -5.34% vs holding BNB -4.01% (underperformed by 1.33 percentage points). 7-day fees ~$60.43; 11 of 12 positions in range. In the last 24 hours, as ETH dropped nearly 5%: · Robinhood: -4.04% vs ETH -5.03% (outperformed by 1.00 percentage point) · BSC: -0.96% vs BNB -1.58% (outperformed by 0.61 percentage point) What dragged down BSC this week: · 11 of 12 positions’ fees still haven’t offset their position value declines · USDT/BREW remains ~$16.5 in the red · The strong day on November 2 has fallen out of the 7-day window · Daily vs BNB performance: +0.59 (Nov 6), +0.65 (Nov 7), -1.62 (Nov 8), +0.61 (Nov 9) percentage points What held steady: · Robinhood outperformed ETH every day reviewed from Nov 5–9, except Nov 8 · All Robinhood positions are back in range; AI/USDG has been re-centered · Robinhood has been running v1.7.6 since Nov 8; BSC remains on v1.7.5 SOL only-farm (Meteora): -7.70% in USD over 7 days, but +0.59% in SOL—so the decline is due to SOL’s price, not LP performance. The agent opened a new MET/SOL position early this morning; the SOL/USDC position remains out of range. Looking ahead: If DEX volume returns to its average, fees will rise again. What Uncle is monitoring this week: whether BSC fees can recover and whether Robinhood continues to outperform ETH. Do you value the vault more by its performance relative to holding, or by its USD-denominated returns?