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MY MOM wanted to know why I wasn't sleeping at 3am, but was stuck in Python files I'm not gambling. I'm doing the pricing Every Polymarket number is basically one line of math: P(i) = exp(qᵢ / b) / Σ exp(qⱼ / b) Yep, softmax. Same mechanism GPT uses...

26,384 просмотров • 3 месяцев назад •via X (Twitter)

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The most profitable formula in the world is taught in freshman year. Someone applied it on Polymarket and took $431,146. You don't need MIT. I broke it down below. Probability theory lecture. Professor writes Bayes' formula on the board. P(A|B) = P(B|A) · P(A) / P(B). Everyone's taking notes. Guy next to me with a MacBook. Lecture notes on screen, modeling. Professor: "When new data comes in - you take the prior, run it through the likelihood, get the posterior. New probability estimate. That's it." The guy stopped typing. Pulled out his phone. I caught a glimpse of Polymarket on his screen - got hooked because I trade there myself. Iran market. He was dragging the amount slider. Very confidently. Then I see it in the news: a Polymarket account made $431,146 in one day. One trade. US strikes Iran. Username started with M. Ended with man. Could be a coincidence. Could be not. I suspect it was him: Insider? Or the guy from the lecture who just knew how to count. Here's what was publicly available before the strike: Carrier group movements. Pentagon statements. Satellite imagery. Congressional votes. Each signal on its own - information garbage. But Bayes' formula does one thing: digs out of a ton of garbage the one number you can bet on. Shares Yes was priced at 27 cents. But a quant model, updating after every public signal, was already showing 58. All he needed was the formula from the board and a news feed.

may.crypto {🦅}

14,433 просмотров • 4 месяцев назад

I deleted all my Polymarket positions at 2am on a Tuesday because I realized I was winning 54% of my bets and still down $11,400. It took me three weeks to understand that sentence. Fifty four percent wins. Why is the balance shrinking? The math was brutal once I finally saw it. I was buying outcomes at 55 to 65 cents feeling smart because my picks kept winning. But the payout at those prices was so thin that one loss wiped out five wins. My edge was maybe 3% and the spread was eating 4%. I dug into the data hoping to find a way to trade better and instead found a number that made me want to close the app. 70% of all Polymarket addresses are in the red. And the profits? Captured by 0.04% of wallets. Four thousand addresses out of 1.7 million own almost everything. I was playing a game where 96% of participants exist to fund the other 4%. But the trades of those wallets are public. Every entry, every exit, sitting on the blockchain. I started tracking them manually. One wallet broke me. It started January 6 with $50. By the time I found it the balance was close to $500,000. Pulling $20 to $30K a day on 15 minute BTC, ETH and SOL markets, exploiting the fact that Binance updates faster than Polymarket odds. A few seconds of lag, hundreds of times a day. I scrolled its history for an hour trying to find a losing streak. Could not. That is when I stopped doing this by hand. Set up PMX. Alerts the second a tracked wallet moves, one tap copy. → Link to bot: Three weeks of shadowing instead of trading. Made back $4,200 of my $11,400 hole. Not because I got smarter. Because I stopped pretending I was the edge. The game on Polymarket is not about being right. It is about standing behind someone who already is. I am still not in profit. But for the first time in four months my balance moves the right direction and I sleep through the night. That is worth more than any win.

Blaze

13,874 просмотров • 5 месяцев назад

I rebuilt my Polymarket weather bot Launched a simulation with $1,000 An hour later, it was already $1,250. Another hour later - $680 The problem was simple: the forecast changed, but the bot didn't know about it and continued to hold its position That's exactly what I'm fixing in version v2 What I'm adding: 1. Expected Value EV = (p · b) − (1 − p) Before every entry the bot calculates expected value. Negative EV - no trade. But EV is useless if p comes from nowhere 2. Kelly Criterion f* = (p · b − q) / b Determines exactly how much to bet based on real edge Small edge → small position. Large edge → larger. Fixed sizing can't do this 3. Brier Score BS = (1/n) · Σ(fₜ − oₜ)² Measures how accurate our probabilities actually are. If the bot assigned 80% but the outcome won 40% of the time - Brier Score catches that 4. Calibration on own data After each trade the bot saves city, month, bucket, forecast at entry, final result History accumulates → bot calculates Brier Score on its own trades → if Chicago in March is consistently off - p for that city and month gets adjusted automatically 5. Adding new data sources Instead of relying on a single source, the bot will draw on several sources at once, and if the forecasts match, it will enter into a trade Every cycle of v2: - scan markets - check station forecast - apply calibration - calculate EV - apply Kelly - enter or skip - monitor every minute - close if forecast changes Btw, here's a short video clip showing the terminal in action A major update is coming soon

Alter Ego

50,527 просмотров • 4 месяцев назад

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 просмотров • 3 месяцев назад

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 просмотров • 3 месяцев назад