the four portfolios, rebuilt from chain
alphafi's app has a portfolio screen w a "closing net worth" panel that shows, after every tx, exactly what a position held & owed, asset by asset. it's the best receipt in the whole thing & it's gated: you have to connect a wallet & it only shows one position at a time. so i rebuilt it. every number here is read from sui mainnet & matches their own display to six decimals. all four bad-debt positions, no wallet needed. their live version & how to open it as any address, is at the bottom.
usd is approximate market value as of 2026-09-28 (ALPHA ~$0.02 on pools holding a few hundred dollars, not the oracle's $2.77 to $14.16). token amounts below are exact.
| ALPHA | 1,759,327.589405 | $35.2K |
| WAL | 35.478991 | $1.24 |
transaction history 227 txs, newest first
every tx that touched the position, w the closing net worth after it: the signed per-asset balance, supplied positive & borrowed negative. click a row to open it. this is the panel alphafi's own app hides behind a wallet connect & shows one position at a time.
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
usd is approximate market value as of 2026-09-28 (ALPHA ~$0.02 on pools holding a few hundred dollars, not the oracle's $2.77 to $14.16). token amounts below are exact.
position empty. every asset withdrawn, no loans.
transaction history 410 txs, newest first
every tx that touched the position, w the closing net worth after it: the signed per-asset balance, supplied positive & borrowed negative. click a row to open it. this is the panel alphafi's own app hides behind a wallet connect & shows one position at a time.
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
usd is approximate market value as of 2026-09-28 (ALPHA ~$0.02 on pools holding a few hundred dollars, not the oracle's $2.77 to $14.16). token amounts below are exact.
| ALPHA | 2,082,086.714007 | $41.6K |
transaction history 175 txs, newest first
every tx that touched the position, w the closing net worth after it: the signed per-asset balance, supplied positive & borrowed negative. click a row to open it. this is the panel alphafi's own app hides behind a wallet connect & shows one position at a time.
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
usd is approximate market value as of 2026-09-28 (ALPHA ~$0.02 on pools holding a few hundred dollars, not the oracle's $2.77 to $14.16). token amounts below are exact.
| ALPHA | 1,822,438.515950 | $36.4K |
transaction history 119 txs, newest first
every tx that touched the position, w the closing net worth after it: the signed per-asset balance, supplied positive & borrowed negative. click a row to open it. this is the panel alphafi's own app hides behind a wallet connect & shows one position at a time.
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
closing net worth
see it live: the spoof picker
the page above is the durable copy. if you want alphafi's actual app to render one of these, you connect a wallet, but you don't have to own it & you don't have to sign anything: the portfolio & history are read-only & keyed by the position, not by a signature. this bookmarklet registers a read-only wallet for each wallet-of-interest, cap holder first, so alphafi's own "Connect Wallet" box becomes a picker. it signs nothing. it just tells their app which public address to draw.
- make a new bookmark (any page), edit it & paste the code below as the url.
- go to alphafi.xyz/portfolio & click the bookmark.
- hit "Connect Wallet" & pick one. "all 4 caps" is the cap holder.
javascript:(function(){var W=[["all 4 caps","0x5f81363f48573dd002e09f34217ed00976afa748731bce61ea03e155f918d475"],["god wallet","0xa511088cc13a632a5e8f9937028a77ae271832465e067360dd13f548fe934d1a"],["fee wallet","0xee5360c5fa13555cbf355cb5015b865d742040e42ff90c324e11f0c63e504545"],["lending admin","0xa1eb94d1700652aa85b417b46fa6775575b8b98d3352d864fb5146eb45d335fb"],["P1 creator","0x4dde66fc52ec16d5e6c0fbd0968580cdf0d962cbb970591ec1e47617b9265617"],["P2 creator","0xdfe220ae0e20b1cfbe94800d957564ec3d6b444467a33825b790ef3e4a90a2de"],["P3 creator","0xa66fea423c5fcd3453b56cdd3ac137c0d9f89bfdfa242f70e5fec34cb483fea5"],["P4 creator","0x1d1c10469d6571d6a5b433b41a31a9b3e7fbe7b610e0b86603a7b3021f890af6"],["a027","0x027feedba1873a796656a39087961cc633a44b6374df32df532e1a18439d4b92"],["a59f","0x59faca57f3c57f9d9cc105e041c3b0e78ba6621d21fc297e1ba1ebec7de34725"],["big5234","0x52345456ce3bca1b2f5015b7721e32ea3e69dd59a11f7987620a8f9fae935dc9"],["idear.sui","0xe35e28c2a7272e73d692259ec83890828e959561145061e6cce37b8b8172827c"],["a3a4","0xa3a4f36854293e1a90e2de6b6276e07886c2335afec29fdd084bcf0a3d2fc99e"],["0x2607","0x26079121f01c90f8b39aae999a2e419089194d1a9d78cf0f3790b46cbe73de76"],["bailout","0x3c2830dc5e138e9eb15b69e5e10a187f2898ab98a9f62ae2838b545d4f787a07"]];var ic='data:image/svg+xml;base64,'+btoa("<svg xmlns='http://www.w3.org/2000/svg' width='24' height='24'><rect width='24' height='24' fill='#111'/></svg>");W.forEach(function(w){var a={address:w[1],publicKey:new Uint8Array(),chains:['sui:mainnet'],features:['sui:signTransaction'],label:w[0]};var wal={version:'1.0.0',name:w[0],icon:ic,chains:['sui:mainnet'],accounts:[a],features:{'standard:connect':{version:'1.0.0',connect:function(){return Promise.resolve({accounts:[a]})}},'standard:disconnect':{version:'1.0.0',disconnect:function(){return Promise.resolve()}},'standard:events':{version:'1.0.0',on:function(){return function(){}}},'sui:signTransaction':{version:'1.0.0',signTransaction:function(){return Promise.reject(new Error('read-only'))}},'sui:signPersonalMessage':{version:'1.0.0',signPersonalMessage:function(){return Promise.reject(new Error('read-only'))}}}};var r=function(api){try{if(api&&api.register)api.register(wal)}catch(e){}};window.addEventListener('wallet-standard:app-ready',function(e){r(e.detail)});window.dispatchEvent(new CustomEvent('wallet-standard:register-wallet',{detail:function(api){r(api)}}));});if(!document.getElementById('k4d-picker')){var st=document.createElement('style');st.id='k4d-picker';st.textContent=':has(>.grid>div>button.theme-bg-walletType){max-height:calc(100vh - 24px);max-height:calc(100dvh - 24px);display:flex;flex-direction:column}:has(>.grid>div>button.theme-bg-walletType)>.grid{min-height:0;overflow-y:auto;overscroll-behavior:contain}';document.head.appendChild(st);}alert('k4d: injected '+W.length+' read-only wallets. open Connect Wallet on alphafi.xyz & pick one.');})();the wallets it registers, cap holder 0x5f81… first (holds all four caps now), then the token creator / god wallet 0xa511…, the fee wallet 0xee53… & the lending admin 0xa1eb…, the four position creators, the wallets that pulled AlphaLend collateral or sold ALPHA in the hours before the tweet (the a027 cluster & idear.sui's group) & the bailout wallet 0x3c28…. most hold no position now & draw an empty portfolio; 0x5f81 is the one w the receipts & the empty ones are their own kind of receipt.
source: the four positions' own events on sui mainnet (DepositEvent, WithdrawEvent, BorrowEvent, RepayEvent, LiquidationEvent, CollectRewardsEvent & the BorrowUpdateEvent / reward-refresh events that carry the running balances). the closing net worth is rebuilt by replaying each position's events in order & snapshotting after every tx, then checked against alphafi's own portfolio screen. rest of the research is at k4d.io/alphafi.