Prediction Markets Researcher & Analyst @Polymarket Bull DMs open

Alpha Caller
Knight retweeted
Bitcoin closed at $75,600 on Sep 15. Six days later it was $11,000 higher It hasn't come within 9% of that price since For anyone who held through a crash of more than 50%, a 7% drop can feel like the start of the next one. Selling feels safe bitcoin:native fell 7% from Sep 3 to Sep 15, then climbed for six days without a real pullback Anyone who sold at $75,600 needs a 10% drop to buy back at the same price. On Polymarket, that's a long shot before October. With four days left: >Back above $85,000: 72% >Dip to $80,000: 15% >Dip to $75,000: 1.5% So the seller can buy back more than 10% higher, or keep waiting. Neither is easy. Sometimes that fear is right. Bitcoin rose about 30% from its February low to its May high, then fell below that low in June. Where were you on the September dip?
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Knight retweeted
AI writes the market. Who closes it? @prophetmarketai , @xomarket and @Trueo_ all say resolution is a weak spot in prediction markets hard to argue with that the pitch is the long tail: local football, one protocol's metrics, two people arguing on X no team can write and settle millions of markets by hand. so all three use AI to help create them they differ on who settles them >Prophet: several AI models vote on how a market resolves. the votes and the reasoning are public >XO: says its AI engine MODRA drafts the rules and settles markets, and that anyone can propose or dispute an outcome >Trueo: AI drafts the rules, humans settle, with up to 3 rounds of appeal. it expects AI agents to handle routine cases later volume is still small. last 30 days, per DefiLlama: >Prophet: $2.2k (position limits are small) >Trueo: $9.5k >XO: $15.5M >Polymarket, for scale: $4.4B before you trade any market, read the rules. doesn't matter if an AI or a human wrote them it's an early-stage narrative letting anyone create a market sounds convincing, but the long tail hasn't shown much demand yet what would it take for the viewers to show up?
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Knight retweeted
Mortgage rates at 7.03%, 10-year yields at 5.18% Polymarket's odds of an October Fed hike jumped from 50% to 66.5% in three days The 10-year was at 5.01% on Sep 16. That day, Warsh said he would be "hard pressed to describe broad financial conditions as restrictive" On Sep 23, S&P Global's flash PMI for U.S. business activity hit 58.4, its highest in over five years The same day, Governor Barr gave a speech on housing costs. He said that in his base case "further policy adjustments are likely to be needed" Polymarket now: >October hike 66.5% >December hike 71.5% >At least one more hike this year 91.5% In their September projections, only 4 of 18 Fed officials expected two more hikes this year Next: PCE Sep 30, payrolls Oct 2, CPI Oct 14, Fed decision Oct 28 Is the bond market doing the Fed's job, or pushing it to hike?
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Knight retweeted
this Polymarket trader is up almost $3,000 calling the weather except he isn't calling anything. he copies 288 trades in a row. same market, same second, a bit under half the size. two days of trading, not one exception the wallet he copies only trades weather: 4,180 positions, all of them temperature markets, +$31.8k and the copying works. 53.6% of Emberthespirit's trades win, 54.6% of that wallet's copy the trader, or the one copying the trader? (link below to copytrade him at backtested settings)
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this Polymarket trader is up almost $3,000 calling the weather except he isn't calling anything. he copies 288 trades in a row. same market, same second, a bit under half the size. two days of trading, not one exception the wallet he copies only trades weather: 4,180 positions, all of them temperature markets, +$31.8k and the copying works. 53.6% of Emberthespirit's trades win, 54.6% of that wallet's copy the trader, or the one copying the trader? (link below to copytrade him at backtested settings)
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Knight retweeted
everyone is waiting for a legendary $POLY airdrop that's how you end up with all this confusion, speculation and fake posts let's sort out what's real > the "confirmed for 2026" posts going around today are quoting @AskPolymarket, Polymarket's AI reply bot. the clearest statement is still the one from their CMO in October 2025 btw, that reply has already been deleted > the Bybit perp that launched today, it's a pre-IPO contract on Polymarket's valuation. if the IPO gets canceled, Bybit can delist it or settle it at a price it picks so i ran a thought experiment. does Polymarket even need a token? > resolution: sooner or later they need to drop UMA and token-holder voting. it's not cool when big holders decide who's right. short-term crypto up/down markets already settle through Chainlink, no vote. in a May study on 1,189 questions from a regulated U.S. exchange, AI got 83% right overall and 98% on the 47% where all the models agreed and were sure. letting POLY holders vote brings the whale problem right back > chain: why build their own L1-2? nine months after -announcing it, trades still settle on Polygon, where their liquidity already is. and a chain doesn't need a token to earn fees > regulation: a token always means regulatory risk, and CLARITY brings zero clarity. it failed a key Senate vote on September 15, so there's still no law on which tokens are securities my take: the business doesn't need POLY what do you think? does Polymarket need a token, and what for?
Polymarket is worth $15.5B or $30B depends which ticker you ask two prices. neither one comes from Polymarket >pPOLY (Paimon): $15.50 x 1B supply. $4.8M sale. no equity, no IPO rights >POLYMARKET/USD1: perp on Aster and Binance Wallet. "$30B". $245K open interest the $POLY airdrop math already started a token with no announced date or supply, valued off a perp with $245K in it i'm staying out. watching from the sidelines pPOLY opens Sep 24. what's your plan?
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Knight retweeted
Democrats need to net four Senate seats. Polymarket has them favored in five Republicans still have a 34.5% chance Three look strong: North Carolina at 94.5%, Alaska at 78.5% and Maine at 73.5% The fourth seat is the harder part. The other two, Ohio and Texas, are at 62.5% and 61.5%. Iowa is close behind at 48.5%. In Texas, two new polls have Talarico ahead. Marist has him up 6 among registered voters. TSU has him up 1 among likely voters Democrats also have to hold their own seats. The shakiest is Michigan at 74.5%, then New Hampshire at 85.5%. A week ago, Democrats were at 58.5%. Now they're at 65.5%. The three races that moved the most this week: ➤ Michigan: 61.5% → 74.5%. Suffolk has El-Sayed up 47-40 ➤ Alaska: 65.5% → 78.5%. AARP has Peltola up 53-47 in the final ranked-choice round ➤ Iowa: 40.5% → 48.5%. Marist has Turek up 50-42 among registered voters Reuters/Ipsos also put Trump's approval at 32%, his lowest in their polling Since 1946, the party in the White House has lost four or more Senate seats in 10 of 20 midterms. That's history, not a forecast Which one gives Democrats the fourth seat: Ohio, Texas or Iowa?
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add up the MLS Golden Boot board on Polymarket and you get 91% buy every name, one of them wins, you pocket 9¢ that's the math on paper it doesn't work >91% is the mid. you pay the ask, and at the ask every name together costs 98.9¢ >add taker fees and you're at about $1.00. the 9¢ is basically gone >size up and it gets worse. 100 of each name: $109.31 in, $100 back at best >and the list isn't complete. at least six players with 13+ goals aren't on it, including Nicolas Fernandez with 15 if anyone off the list wins, everything you bought goes to zero. check who's missing before you buy every name ever bought every name and watched someone off the list win?
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Knight retweeted
XO 2.0 is live. The YouTube of Prediction Markets. → Convictions: anyone can create a market from $10 → Liquidity Rewards: $1M in USDC, paid daily → MODRA: our AI resolution engine now settles markets autonomously The market you want to trade doesn't exist? Now you create it.
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Knight retweeted
Polymarket is worth $15.5B or $30B depends which ticker you ask two prices. neither one comes from Polymarket >pPOLY (Paimon): $15.50 x 1B supply. $4.8M sale. no equity, no IPO rights >POLYMARKET/USD1: perp on Aster and Binance Wallet. "$30B". $245K open interest the $POLY airdrop math already started a token with no announced date or supply, valued off a perp with $245K in it i'm staying out. watching from the sidelines pPOLY opens Sep 24. what's your plan?
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Knight retweeted
The "tokenized stocks" meta is really three different markets The SEC wrote rules for one. Robinhood's version doesn't meet them The SEC's September 17 exemption requires a token to carry the same rights as the share. Robinhood's own terms say its Stock Tokens, as built today, carry none >The first market is the stock token itself: $3.01B onchain, with holders up 82% in 30 days. Over half of that value is Ondo, xStocks and Robinhood, and none of the three gives holders full shareholder rights >The second is memecoins paired with stock tokens, and that's where the meta is The main venues are StonkFun on Solana and LONG on Robinhood Chain. StonkFun made $5.0M in revenue last week, though not all of it from stock pairs >The third is pre-IPO tokens, usually backed through an SPV This week one tied to Polymarket launched: pPOLY, issued by Paimon Finance, not Polymarket, in a $4.8M sale at $15.50 a token. Binance Wallet calls it "indirect, tokenized exposure" and says it grants no equity or IPO rights In May, Anthropic said any transfer of its shares to an SPV is void, and OpenAI warned that unauthorized sales could be invalidated. Tokens built on those SPVs fell 34% and 39% within a week Which of the three is still trading a year from now?
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three zcash:native mints in one day and i'm on all three lists 😎 your schedule, UTC: >12:00 @ZeckersNFT ➡︎ 0.0026 ZEC ➡︎ first 50 mints free >13:00 @zaddrnet WL ➡︎ 0.02 ZEC ➡︎ 1 per wallet >17:00 @zecfrogs ➡︎ free ➡︎ 6,969 supply >19:00 @zaddrnet public ➡︎ 3 per wallet ➡︎ 2,800 total check only official sources before you mint. nobody real DMs you a mint link today. stay safe which of the three do you think runs the hardest after mint?
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Knight retweeted
Three metas are competing for the same attention this week, and they are not in the same shape > Robinhood Chain is the one actually working Eleven weeks after its July 1 launch, it did $1.6B in DEX volume yesterday on $1.0B of TVL, so the capital there changes hands 1.59 times a day Morpho Blue on that chain is 83% utilized: $549M supplied, $456M borrowed. Its two biggest vaults are both stablecoin: steakUSDG at $483M and USDe at $345M. That looks like carry, not trading leverage. > ARC was supposed to take the crown, and three days in, it has not started The capital showed up: $343M, with $185M in Morpho and $127M in Aave. But almost none of it is doing anything. The same Morpho Blue, the same code, is 5.5% utilized on Arc, and Aave sits at 0.6% Turnover is 0.23x a day, a seventh of Robinhood's. Pool liquidity is $30M next to Robinhood's $342M Capital arrives ➡︎ almost nobody borrows it ➡︎ pools stay shallow ➡︎ not much to trade against ➡︎ the trade meta has not started Three days is not a verdict, and one number will settle it. If Morpho's borrow figure on Arc is still near zero in two weeks, that is the answer. > With Zcash, the coin and the meta sit in different places zcash:native trades at $1,534, up 169% in 30 days, inside the top ten by market cap. The privacy behind that move genuinely works. Shielded pools hold 4.89M ZEC, 29% of supply, and Ironwood has been live since July 28. That meta has already started, quietly. Zilk Road opened today and traded 1,305 ZEC, about $2M, in its first three hours. Every trade settles in shielded ZEC, and no new protocol feature was needed Nobody can say how long any of this lasts. What each chain is doing with its money is not a guess Robinhood has the turnover Zcash has the smallest numbers of the three and something actually moving Arc has the most money and the least happening
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let's turn $40 into $335 locked in an 8.40x EPL 4-leg on @FundingPredicts: >Newcastle vs Hull: BTTS >Brighton vs Arsenal: Arsenal to win >Nottingham Forest vs Coventry: Forest to win >Everton vs Ipswich: BTTS be honest: which leg sells this?
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what is Arsenal even doing or is this all part of the plan?
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