actuary | prediction market research & analytics | co-founder @Kalshinomics | xc mtb racer

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46M contracts traded on 49ers–Rams I broke down the taker flow and added a new chart tracking prices after large sweeps to see which takers got the better of the trade both charts and the full breakdown on Resolution Pending resolutionpending.substack.c…
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Sturgill Simpson (Johnny Blue Skies) puts on a killer show. Ball Arena absolutely erupted last night also respect to the two guys in front of us who bought 4 seats to a packed show to dance their ass off
Good morning. Last night in Denver Johnny Blue Skies opened with You Don’t Miss Your Water>Situation and my god man, if you don’t have time to listen to it YES YOU DO.🔥
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best explanation I’ve read of the Kalshi wash trading allegations the $5.5k trades look more like subsidy-driven volume than wash trading makers keep quoting, while fee rebates let faster traders pick off stale prices real trades ≠ organic demand
New post on the wash trading allegations at @Kalshi rajivsethi.substack.com/p/vo…
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spoke too soon. timeline is almost entirely CT now and it’s been pretty entertaining
my timeline has been transitioning from prediction market twitter to gambling twitter not sure it was an upgrade, but at least it’s better than crypto twitter
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need Kalshi to add Logan Paul to the press secretary market so I can continue negrisking this position if Tucker Carlson gets a strike, Logan deserves one too
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my timeline has been transitioning from prediction market twitter to gambling twitter not sure it was an upgrade, but at least it’s better than crypto twitter
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aaron retweeted
🤨
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the worst part about Codex resets is that buying one resets your 7-day window for the next reset I gave in and paid the $80, but would love if it didn’t reset that window, or at least gave you the option
Tibo got me hooked with the free resets and then cut off the supply
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I’ll miss the tight spreads and liquidity rewards on this market I live a few miles from Red Rocks and have seen 15 shows there nice to have this help fund next year’s concerts
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one of my favorites - Vulfpeck in 2019 massive snowstorm and I got last-minute tickets for like $20 I wore full ski gear and the band wore snowsuits
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reminder to self: stop flipping positions for tiny margins and liquidity rewards when much better off just holding sanctuary yes to 80c+ 🤦‍♂️
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Tibo got me hooked with the free resets and then cut off the supply
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new NFL chart: the last 24 hours of trading on Kalshi before kickoff 16.4M contracts traded on Broncos-Chiefs pregame. 94% of it in the final day, 11M at one price: KC 54¢ takers bought 9.6M Denver to 6.8M Kansas City
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and the other 2 from the same game: taker flow per minute with cumulative flow and every sweep of 1k+ contracts if you like these, consider subscribing to my Substack, Resolution Pending, where I post prediction market analytics and my takes on the space resolutionpending.substack.c…
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aaron retweeted
new NFL chart: the last 24 hours of trading on Kalshi before kickoff 16.4M contracts traded on Broncos-Chiefs pregame. 94% of it in the final day, 11M at one price: KC 54¢ takers bought 9.6M Denver to 6.8M Kansas City
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curious what markout windows people use for live sports I used 60s and 300s here, but a lot can happen between plays which windows are most useful for identifying sharp taker sweeps? shorter intervals, longer ones, or measuring before the next play?
46M contracts traded on 49ers–Rams I broke down the taker flow and added a new chart tracking prices after large sweeps to see which takers got the better of the trade both charts and the full breakdown on Resolution Pending resolutionpending.substack.c…
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GPT-6 Astra is great until it randomly decides to be a coward switch to Sol and it’ll just run with it
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many Kalshi liquidity reward markets have disappeared from the incentives page, even though the API still shows them I first noticed it on the Red Rocks 2027 markets no comment from the team yet. are rewards still accruing, or should market makers consider pulling quotes?
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the $35B estimate is somewhat in line with my $22B game-winner-only projection from last month I’ll be revisiting my forecast in the coming weeks article by @nickdevor_ in @barronsonline
I’m forecasting 21.9B Kalshi NFL game-winner contracts from the Hall of Fame Game through the divisional round, more than four times last season’s volume here’s the data, assumptions, forecast range, and what would change my mind: resolutionpending.substack.c…
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