Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

I trained a Reinforcement Learning agent on 18 months of Polymarket data. 2 million iterations later it trades better than me. I panicked. Turned it off. Turned it back on. It won again. Everyone builds bots that follow rules. This one wrote its own. It all started after I...

16,072 Aufrufe • vor 4 Monaten •via X (Twitter)

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

An OpenAI engineer stopped me at a hackathon in Hayes Valley I had my terminal open on a table. Three panels. Live trades scrolling. He was walking past and froze. "That's not a demo. That's a live scoring engine. What model is that" I told him. Claude Opus 4.7. Four repos. $25 a month. He pulled up a chair without asking. "We benchmarked Opus 4.7 internally. It beat o3 on structured reasoning across every eval we ran. And you're telling me you're using it to trade" I told him it does more than trade. It reads 86 million trades and finds who wins and why. No fine-tuning. No prompting chains. Just raw context. He leaned back. "Show me the data source" I opened one link. 86 million trades. Every wallet. Every entry. Every exit. "You point Opus 4.7 at this and it reverse-engineers the strategy. It finds the wallets that win. Then it finds why they win. Then it copies the pattern" His team spent 14 months building something similar. 10 engineers. Custom infra. Still in staging. "The part that killed us was exit timing. Every model we trained nailed entries. But the best traders exit before the crowd. We never figured out the threshold" I told him my bot cuts at 85% of expected move. Or on a 3x volume spike. Whichever comes first. He stopped talking. "How did you find that" Opus 4.7 found it in poly_data. Top wallets exit before resolution 86% of the time. Losers hold to 58%. Exits are the entire game. I opened another tab. "Three commands. 500 markets. Opus scores them in 20 minutes" "That's our internal eval pipeline. Except it took us a year and you did it in a weekend with our competitor's model" My setup: Claude Opus 4.7 - $20/mo VPS - $5/mo poly_data - free polymarket-cli - free 214 trades. 74% win rate. +$9,400 in 19 days. Copytrade here: I showed him the article where I broke down every repo and every command. He read it twice. Then looked up. "You just published what we've been trying to ship for six months. Using the other team's model" He texted me the next day. "My manager found your thread. Delete it" Too late.

Lunar

136,411 Aufrufe • vor 3 Monaten

For 6 months I woke up at 5 AM to catch Asian markets on Polymarket. During that time I lost my girlfriend, gained 8 kg, and got used to drinking coffee instead of breakfast Then I wrote an agent that monitors everything for me while I sleep. In the 1st month income went up 15% and I finally deleted the 5 AM alarm Turns out a half-asleep human trades worse than a 200-line script I thought discipline meant waking up early. In reality it was just stubbornness that cost me money and health. When I finally sat down to build the agent it became clear why Here is what is under the hood: 1. Sentiment analysis powered by Claude. Every 15 minutes the agent runs a feed from 40+ Asian sources: Reuters Asia, Nikkei, South China Morning Post, Yonhap 2. NLP tone classification. It compares sentiment shifts to open markets on Polymarket through the API, and if the news has already dropped but the odds have not reacted yet that is the entry window 3. Kelly criterion. A mathematical formula for position sizing instead of my usual "I will bet more, feeling lucky" 4. A hard stop at 5% of the deposit per trade so that 1 mistake cannot kill the entire account 5. A cooldown between entries so the agent does not stack up a cluster of correlated positions These are exactly the rules I was missing at 5 AM. I knew them perfectly well but consistently ignored them because on adrenaline and caffeine every bet felt like an "obvious opportunity" When I ran a backtest on my old trades it was genuinely painful: 60% of the bets I placed by hand in a half-asleep state would have been rejected by the agent for failing the expected value filter Those were the exact ones dragging the whole result down When I was building my agent I needed a benchmark. A wallet that already trades on similar logic so I could compare my results to someone else's Found 1 that works almost like a mirror of what I described: same Asian markets, same cold calculation without emotion. I still keep it bookmarked and periodically check how it handles the same situations: That is actually the wallet I started with when testing auto-copying through a bot before I launched my own agent. A useful thing if you want to see how a strategy works on someone else's example first and only then build your own:

Blaze

126,718 Aufrufe • vor 3 Monaten

Last Thursday I was having dinner with a friend at a regular shawarma spot near the subway. A guy he knew was sitting with us. Around 21, maybe 22. Hoodie, AirPods, beat-up backpack When the check came he grabbed it without a word. No discussion. Just tapped his phone and paid for all 3 of us My friend was not even surprised. Apparently this was not the first time I asked: what do you do? He said: "I copy wallets on Polymarket" I thought it was a joke. Or some trading guru with a $500 course But he explained it simpler than I expected "On Polymarket there are wallets that are consistently in profit. Not on 1 bet but on dozens in a row. I do not try to guess who wins the election or what the weather will be in Dallas. I just look at what a wallet with a 70+ win rate is doing and repeat it" He did not build models. Did not write scripts. Did not analyze news He opened Telegram and showed me a channel. Simple messages: wallet X entered position Y, price Z cents, market such and such Then he opened Polymarket and showed me his balance I am not going to name the exact number because he did not ask for that. But I will say this: it is enough for a guy in a rented apartment with 3 roommates to casually pay for dinner for 3 and not think twice I asked: "How did you figure out which wallet to follow?" He shrugged "That is the easiest part. Polymarket is blockchain. All trades are open. You go to the leaderboard, filter by win rate, look at history. If a wallet consistently enters positions at 3 to 8 cents and closes at a dollar that is not luck. That is an information edge" Then he added something that made me freeze "The funniest part is I do not even need to understand why he bets. I do not know where he gets his information. Maybe he is an insider. Maybe he has a model. Maybe he just reads news faster. I do not care. I see that he entered and I enter a minute later. The price usually has not moved yet" I came home and could not fall asleep Opened Polymarket. Went to the leaderboard. Started digging An hour later I found the wallet he was talking about → Starting balance was negative. Current balance is a 5-figure number. Win rate above 73%. Average entry 4 to 7 cents. Average win covers 10 to 15 losses I started monitoring it manually. Set alarms. Checked every 2 hours By day 3 I realized I cannot live like this I needed the same thing that guy had. A signal in Telegram that comes on its own the moment the wallet opens a position I found a bot that does exactly that → No delays. No manual monitoring. Wallet enters and you get a notification What you do with it is up to you. Copy it exactly, use it as a signal, or just observe 2 weeks have passed. I have not become that guy from the shawarma spot. Yet But I stopped guessing. And started copying Right now somewhere a smart wallet is opening a new position. The question is whether you find out about it in a second or in 24 hours when the price has already moved

Blaze

122,653 Aufrufe • vor 4 Monaten

A Citadel quant sat down next to me at Verve on Gough and asked why my laptop had four terminals open I was scanning Polymarket. Four panes. Each one a different agent. He was killing time before a flight. Saw the screens. "Is that a multi-agent setup on prediction markets. Who's orchestrating" Claude. One prompt per agent. They don't share memory. Only a queue file. He pulled up a chair. "Walk me through. I do this for equities at work. I want to see your agent separation" Agent 1 is the scanner. I piped raw JSON from the official Polymarket CLI straight into Claude and told it to score every live market on three things. Edge against my probability estimate. Book depth on both sides. Hours to resolution. Thresholds kill 93% of markets before the brain ever sees them. Edge under 7 cents gone. Depth under $500 gone. Under 4 hours to resolution gone. Over 168 gone. 487 live markets collapse to 35. "Seven cents is your transaction cost buffer" Yes. Below that the gas and spread eat the trade. A green fill popped. +$52 on a BTC dominance market. "And the brain" Agent 2. Runs four checks on every survivor. Base rate from history. News in the last six hours. Whether any of the 47 top wallets are currently holding. And a disposition check - is the crowd making a known cognitive error. Three out of four must agree. Otherwise drop it. 86 million trades. I let Claude rank every wallet with 100+ fills and a 70%+ win rate. It returned 47 names in four minutes. Top 20 wallets made more than the bottom 13,000 combined. "Concentration like that means the signal is there. Most retail books look like a normal curve. Yours looks like power law" Kelly sizing does the rest. Capped at quarter Kelly. If f-star goes negative the trade dies no matter how confident I feel. "Overbet once and the bankroll is gone. You respect that. Good" Agent 3 is execution. Three strategies pulled out of a 53k line Typescript repo. Arbitrage across related markets. Convergence when price moves toward my estimate. Whale copy with a 60 second delay on the 47 wallets. Two agents agree full position. One agent only half. Disagreement no trade. "What did you cut" Sports. 52% win rate. Already priced in before the scanner flags it. Markets under $50k in depth. Slippage makes every edge a coin flip. Holding to settlement. The top wallets exit at 73% of max profit every time. I copied that. Agent 4 watches exits. Three triggers. Target hit at 85% of expected move. Volume spike 3x the ten minute average. Thesis stale 24 hours with no movement. "91% of the smart wallets exit before resolution. That's the trade" Yeah. Being right is not the same as being profitable. Setup: Claude API $20 Hetzner VPS $5 Four repos free Total $25 a month $200 seed. 27 days ago. $14,300 now. 271 trades. 74% win rate. Sharpe 2.47. Copy here: "How long did the build take" Two weekends. One to wire the scanner and the CLI. One to get the agents talking through the queue file. He watched the volume exit trigger fire on a Fed cut market. Position closed at 0.71. +$184. "Nobody at my shop runs four agents on their own money. We run eight on the firm's. You got the same structure on a laptop for the price of a sandwich a month" He asked for the repos. I sent them. He messaged me from the gate. "Publishing this tomorrow. My PM is going to ask me why I didn't do it first" I told him his PM already has a Bloomberg. That's the problem.

Lunar

29,547 Aufrufe • vor 2 Monaten

An Anthropic engineer watched me trade from across the table at a WeWork in SF I had my laptop open. Four agents running. Green charts. Live trades scrolling. He was on a Zoom call. Muted himself. Walked over. "Are you running Claude against live prediction markets right now" I told him. Claude Code. Two repos. $25 a month. He pulled up a chair. "I helped build the model you're using. I've never seen anyone wire it to live trades like this" I showed him the dataset. 86 million trades. Every wallet. Every entry. Every exit. He stared at it. "We tested this internally. You give Claude a dataset and don't tell it what to look for. It finds the winning wallets. Then it finds WHY they win. Then it copies the pattern. We never shipped it because legal killed it" I told him I did exactly that. One weekend. Claude Code found the exit logic on its own. Top wallets exit before resolution 91% of the time. They capture 86% of expected value. Cut losers at 12%. Everyone else captures 58% and holds to 41%. "That's the exact finding from our internal eval. Except ours took a team of eight and four months" I showed him the scanner. Three commands. 500+ markets. No API key. Claude scores them all in 20 minutes. "You're using our model to beat markets we're not allowed to touch. On infra that costs less than my lunch" My setup: Claude API - $20/mo VPS - $5/mo poly_data - free polymarket-cli - free 214 trades. 74% win rate. +$9,400. 19 days. I showed him the full breakdown. Every repo. Every command. Every dollar. Copytrade here: He read it for five minutes. Then looked up. "If my manager sees this he's going to lose his mind. You just proved our model works in production and we've been sitting on it for a year" He DM'd me that night. "Take this down before someone at Anthropic finds it" Too late.

Lunar

223,863 Aufrufe • vor 3 Monaten

My pilot friend told me he gets a weather update 12 hours before any public forecast. I asked him, do you trade on Polymarket? He laughed. Then went quiet. We were at a bar last Friday. He had just landed from Frankfurt. I was complaining about a losing streak on weather markets. Then between sips he said something that made me put my glass down. "You are betting on weather using weathercom? That is like trading stocks using yesterday newspaper." He pulled out his phone and showed me an app I had never seen. A wall of codes. METAR. TAF. SIGMET. Temperature to the tenth of a degree. Wind speed. Pressure systems. Cloud ceiling. Updated every 1 to 3 hours. We get this before every flight. Directly from meteorological stations. Not forecasts. Observations. Real readings from real sensors. Every pilot in the world has access to this. Aviation safety requires it. But nobody outside of aviation ever looks at it. He went back to his beer. For him this was routine. I sat there doing math in my head. If aviation data updates every 1 to 3 hours and Polymarket odds on weather markets lag behind reality, how big is that window? I do not know the exact delay. But from what I have seen trading these markets the prices sometimes feel hours behind what the actual forecast already says. That means someone with faster data could be buying YES at 10 to 15 cents when the real probability is already way higher. Not predicting the weather. Just reading it before the market does. I went home. Could not sleep. Opened Polymarket and started searching. If this edge exists, someone must already be using it. It took me forty minutes of digging through weather wallets to find what I was looking for. → His profile: This wallet started at -$47. The balance now: over $27,000. Every single position is weather. Temperature in Dallas. Rain in Buenos Aires. Whether London will hit 11 degrees on a Tuesday. The win rate sits at 76.6%. Three out of four bets land green. Most entries cost pennies. 2 to 5 cents per share. When the bet loses the damage is tiny, $50 gone. When it wins the payout is the full dollar. One win covers $500. Sometimes $5,000. At 76% accuracy with that payout ratio the math speaks for itself. I checked the entry timing on this wallet. It is not a millisecond bot racing against HFT. Positions stay open for hours. Sometimes a full day. You can see the wallet move and follow it. No server farms. No Python scripts. No race against latency. Last night I texted my pilot friend. Told him I found a wallet doing exactly what he described, pennies in, thousands out, all weather. He read the message. Typing indicator appeared. Disappeared. Appeared again. "Yeah. I know." He never said anything else about it. Right now a meteorological station somewhere is updating a reading. A pilot is glancing at it before pushback. From what I have seen, there is usually still a window.

Blaze

825,626 Aufrufe • vor 5 Monaten

Yesterday at 3 AM Claude Code called me I woke up, picked up the phone, and on the screen was a message: "Wallet entered BTC Up at 11 cents. Open Polymarket?" I said yes and went back to sleep Claude Code unlocked my 2nd phone on its own, opened Polymarket, found the right market, entered the amount, and hit Buy. I could see all of it in real time through the web interface on my laptop. Screenshots from the phone updating every second. By morning the position closed in profit Let me tell you how I got here A week ago I asked Claude Code to write a script that pulls on-chain data from Polymarket and ranks wallets by win rate on 15-minute BTC markets In 20 minutes I had a table with hundreds of addresses, and 1 of them stood apart from the rest. More than 200 trades per day, surgical entry precision, and a profit curve going straight up I fed that address back into Claude Code and asked it to break down the strategy. Turns out the wallet monitors BTC volatility on Binance and Bybit every 100 milliseconds, and when it drops below 0.08% it enters Up and Down simultaneously at 25 to 35 cents A pure straddle: 1 side burns and the other flies to a dollar, giving 3 to 4x per position. Dozens of times a day I wanted to follow it but signals came at any hour, and waking up every 15 minutes for a notification was simply impossible. So I built something else Took an old Android phone and installed an agent running on the Qwen3-VL visual model. It sees what is happening on the screen and mimics human actions through ADB: taps, swipes, text input. Then I connected it to Claude Code as the executor Now the chain works like this: Claude Code monitors the wallet, sees a new position, calls me. And if I say "yes" or just do not pick up within 30 seconds, the agent on the phone opens Polymarket on its own and copies the entry Essentially I built myself an autopilot out of 2 AI systems: 1 thinks and the other presses buttons. I just sleep and occasionally pick up the phone → Here is the wallet the whole thing is tracking: For those who do not want to build a setup like this there is a Telegram bot that handles the 1st part: tracks this wallet and sends a signal on every new entry: AI calls me at 3 AM to ask permission to spend my money A year ago this would have sounded like schizophrenia. Now it is just Tuesday

Blaze

56,189 Aufrufe • vor 4 Monaten

This wallet did not exist yesterday. At 3 AM, I could not sleep. I was scrolling through the leaderboard and stumbled upon an anomaly that made me rub my eyes. It started with $213. That is the price of dinner for two. One day later, it had $54,871 on its balance. In just 36 hours, it earned enough to buy a car. I clicked on the transaction history, expecting to see a lucky all-in on some piece of news. Instead, I saw a machine gun burst. > 869 positions in a day and a half. > One trade every 2.5 minutes. > No breaks for sleep, food, or the bathroom. At 4:30 AM, while you were deep in your tenth dream, this address closed a $1,899 profit. That was when I realized I was not looking at a human. I was looking at a predator. This bot hunts on 15-minute BTC and ETH markets. Where most people see a casino and flip a coin on up or down, it sees flaws in your thinking. Here is how it works: > When Bitcoin drops 0.5%, the crowd panics. > The price of NO skyrockets to 75 cents. You sell out of fear. > But the bot knows the math. After such a drop, the actual probability of the trend continuing is only around 52%, not 75%. It buys your fear for 25 cents, when it is actually worth 45. It does not need to know the future. It just needs to buy dollars for 50 cents. But you know what scared me the most? There is a single trade in its history with a $3,213 loss. A normal person would freeze. Light a cigarette. Start doubting. This wallet opened its next position 54 seconds later. It has no ego. No tilt. No I need to win it back. Only an algorithm: if the probability is 55%, and the market pays as if it is 40%, press the button. This is the new form of mining. In 2017, you bought GPUs. In 2026, you write code that mines liquidity from other people’s emotions. Before you rush to search for scripts on GitHub, stop. The $213 starting point is an illusion. Behind it are servers next to the exchange, 50-millisecond latency, and a team of engineers. You will not beat them manually. You are not a player at this table. You are the food. While you were reading this post, it made another $50. Just watch.

Blaze

14,099 Aufrufe • vor 5 Monaten

An Anthropic engineer watched my screen from the next table at a cafe in SF. "Are you running Claude against live prediction markets right now" I told him yes. Then I showed him the stack. 214 trades. 74% win rate. +$9,437 in 19 days. Here's what actually happened: I gave Claude two repos and a simple job. First repo: A full market archive. Wallet behavior, entries, exits, and timing across the board. Second repo: Three commands. 500+ markets. No API key. Just a clean way to score the board fast. The system does not try to predict the world. It tries to find which wallets consistently exit better than the crowd, isolate the pattern, and only fire when the same structure shows up again. Main filter: captured value / expected value > 0.70 If a wallet wins often but leaks the move on exit, it gets ignored. If it captures most of the move and cuts losers fast, it becomes signal. Sizing uses Kelly: f* = (p*b - q) / b That is what stops the terminal from apeing into weak edges. Most of the time it does nothing. No edge - no position. Three trades from the run: > AMD Xilinx - entered 52c. Model said 59c. Closed +7c in 2h40m. > Artemis launch - entered 63c. Model said 85c. Closed +22c in 5h10m. > Derecho MW - entered 71c. Model said 87c. Closed +16c in 1h50m. When he saw the repo links and the live terminal, he stopped talking for a second. Then he said: "We tested something close to this internally." That was the whole joke. The data is public. The repos are public. The market is public. But most Polymarket traders still trade headlines, hold too long, and call it conviction. Polymarket does not reward the smartest story. It rewards the cleaner exit.

st1ne

171,039 Aufrufe • vor 3 Monaten

My girlfriend asked why I had 14 Polymarket tabs open tracking rainfall at 3 AM instead of sleeping. An hour later one wallet made $7,200 because NOAA changed a forecast before Twitter noticed. That was the entire trade. I started digging through GitHub trying to understand how these wallets react so absurdly fast. The first repo that caught my attention was: A few hours later I found people building autonomous agents for Polymarket: That’s when the whole platform started looking different to me. One wallet made $64k trading weather markets. Another was making hundreds of trades a day while barely holding positions longer than an hour. The highest-performing wallets didn’t even look human anymore. No hesitation. No emotional entries. No scrolling Twitter waiting for opinions. Just instant reactions to forecast updates, liquidity shifts and crowd behavior. Then I found this: And suddenly it clicked. Most people on Polymarket still think they’re trading events. They’re not. They’re trading how long it takes emotional humans to react to events. Huge difference. One wallet I tracked kept entering positions before major sentiment swings happened. At first I thought it was luck. Then I realized the bot was monitoring NOAA revisions, Twitter activity and liquidity changes simultaneously. Humans physically cannot process information that fast anymore. Copytrade wallet: The scary part is that almost all of this infrastructure is public. Most people just never open GitHub long enough to notice what's happening.

Lunar

52,892 Aufrufe • vor 1 Monat

behind of yesterday’s tiktok ⭐️ 🐰 the ‘tree’ challenge that i did yesterday…i did it because i wanted to 🐰 as soon i saw it, i was like “i need to do this” it’s so funny 🐰 that’s actually not what i was going to film that day, it was supposed to be a sexy challenge but i’m not really good at those kind of challenges where you have to be like “look at my sexiness”, even with performances i prefer doing something that’s more light so i told them that there was something else i wanted to do instead of that one and they asked me what i wanted to do so i showed them the ‘tree’ challenge and said that that’s what i wanted to do 🐰 we actually save the ones that we’d like to do and bring it with us so we can show it to them 🐰 when i showed it to them, they loved it and were like the “let’s do this! let’s do it right away!” 🐰 i wasn’t going to film a challenge that day so it was a very sudden filming and i was wearing sandals…something like slippers with nothing covering my heels so they kept coming off my feet when i was doing the step 🐰 i think i filmed it about 5 times, i filmed it many times 🐰 “you should’ve done the sexy one” i mean…i can do it if i have to but i’m not good at it…doing something sexy on stage is fine but being like “wow look at me 😏” is not something i particularly like either 🐰 i like doing light performances and i think that’s what suits me as well 🐰 each person has something that suits them 🐰 yeonjun hyung & beomgyu are excessively coy when they’re on stage and they’re people that suit that kind of thing but i feel like i’m not someone that suits it 🐰 i think i suit light concepts better 🐰 i don’t know about suiting because everyone will have a different opinion but i personally like that better!

💬

40,919 Aufrufe • vor 5 Monaten

$25K+ profit daily from 1 wallet, with OpenClaw. I have the exact step-by-step guide, giving it free for 24 hours. To get it: 1. Comment "OpenClaw" 2. Like and Retweet. 3. Follow me Himanshu Kumar ( So, i can send you DM) I ran a simple script last night with Claude Code. Pull on-chain data from Polymarket, sort by win rate on 15 minute BTC markets. 20 minutes later, 100s of wallets showed up. Most were losing money or barely breaking even. Then I spotted 1 address. 200+ trades daily, every single week profitable, timing so precise it looked robotic. Because it is. I fed the wallet address back into Claude Code. Asked it to reverse engineer the strategy. 20 mins later the full breakdown appeared on my screen. Here is how it works: Bot monitors Binance and Bybit every 100ms. Waiting for BTC volatility compression to drop below 0.08%. When it hits that level, it buys both Up and Down contracts at 25 to 35 cents each. Classic straddle play. 1 contract loses, the other rockets to a dollar. Entry at 30 cents means 3x to 4x return every time. Repeats dozens of times per day. Result: $13K to $25K profit daily from 1 wallet. No human intuition, no insider tips. Just an algorithm exploiting a gap in market mechanics. I searched to see if anyone else found this wallet. Turns out yes. There is a Telegram bot that auto-copies trades from wallets like this. I connected it to the same address. Every entry matched what my terminal showed. You can now copy-trade an algorithm in real time. That capability did not exist 12 months ago. Comment "OpenClaw" and I will send you everything. Must Follow me Himanshu Kumar to get the DM.

Himanshu Kumar

13,086 Aufrufe • vor 4 Monaten