Prediction Markets Researcher & Analyst @Polymarket Bull DMs open

Alpha Caller
Joined January 2022
Knight retweeted
Polymarket gives 28.5% that SCOTUS takes a sports event contract case by Dec 31 too high or too low? New Jersey already asked the court to step in, and Kalshi's response is due Nov 9. the states aren't waiting > Utah sued Kalshi and two Susquehanna firms that make markets on it. it's the first state lawsuit to name a prediction market's market makers. Utah wants Kalshi to give up an estimated $30.6M to $61.2M in fees from Utah accounts > Ohio again told its sportsbooks, fantasy operators and suppliers to cut off platforms that offer sports contracts in Ohio without a license. confirm by Oct 30 or the license is in question > on the federal side, the CFTC told Novig and ProphetX not to list micro markets and scorigami for now. none were live, so no open position is hit if market makers decide the legal risk isn't worth it, sports order books get thinner the Third Circuit says these contracts are swaps and federal law shields them from the states. the Sixth and Ninth say they aren't swaps at all which reading wins at the Supreme Court?
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A DRAW KILLS A HOME-WIN LEG JUST LIKE A LOSS TONIGHT'S UCL PRICES PUT THE CHANCE OF AT LEAST ONE DRAW IN THESE 9 AT 86% yesterday 2 of 9 games were draws > Fenerbahçe 2-2 Slavia > Stuttgart 1-1 Atlético the draw is priced highest in Lille vs Galatasaray at 26.5% Bayern vs Arsenal and Como vs Man United are next at 25.5% the 4 big favorites aren't safe either Inter, Real Madrid, Sporting, Aston Villa: 44% chance at least one of them gets held to a draw which one ends level tonight?
Inter, Real Madrid, Sporting and Aston Villa are each priced near 80% to win tonight All four winning together is priced at about 41% Less than a coin flip All 9 Champions League home teams are favored tonight on @trylimitless Their prices add up to 5.65 home wins out of 9, or 63% In the league phase's first two seasons, home teams won 148 of 288 games About half Four lopsided games explain the gap > Inter to beat Shakhtar: 81.1% > Real Madrid to beat Leipzig: 80% > Sporting to beat LASK: 79.2% > Aston Villa to beat Viking: 79% The other five are far from safe > Betis to beat Feyenoord: 61.5% > Brugge to beat Lens: 53.6% > Bayern to beat Arsenal: 44% > Lille to beat Galatasaray: 44% > Como to beat Man United: 42.6% All 9 favorites winning: about 1% How many of the 9 home teams win tonight?
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5+ GOALS IS PRICED HIGHER THAN EITHER TEAM WINNING TONIGHT PSG vs Barça on @ProblyHQ > PSG win: 38.5% > Barça win: 40.5% > 5+ goals: 43.5% PSG are at home and have won the last two Champions Leagues. the market still trusts the over more than them for scale, in each of the last two seasons, 39 of 144 UCL league phase games hit 5+ goals. that's 27% this fixture runs hotter. their last 5 UCL meetings: > Barça 1-4 PSG > PSG 1-1 Barça > PSG 2-3 Barça > Barça 1-4 PSG > Barça 1-2 PSG 20 goals in 5 games 5+ goals at 45¢. what's your scoreline?
Alena Chramtsova
@AlenaChramtsovaOct 20
i need Barça to score twice against PSG tonight Champions League is in full swing, and today i'm aiming for +364% like most of you, PSG vs Barça is the game i've been waiting for. i'm expecting a goal fest too hope they don't let us down😅 UCL 4-leg on @Polymarket: > PSG vs Barcelona - Barça 2+ goals > Liverpool vs Villarreal - BTTS > Stuttgart vs Atlético - BTTS > Sabah vs Dortmund - Dortmund 2+ goals what's your PSG vs Barça score?
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Knight retweeted
Pulse PnL Panache is now live! 🤺 PPP is a two week trading competition on the BTC 5-minute Up/Down markets on XO. 💰 $3000 USDC and 30,000 Conviction Points 🎖️ Top 10 participants ranked by PnL Join now: beta.xo.market/contests
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THE TIMELINE WANTED BLACK MONDAY 2.0. FUTURES OPENED GREEN > S&P futures +0.5% vs Friday's close, Nasdaq futures +1% > VIX 18.7 this morning, down from 19.99 on Friday on @xomarket, YES needs the S&P to close at 7,276.46 or lower that's about 5.4% under where futures point right now since 1990 the S&P has had 22 days of -5% or worse. the day before every one of them, VIX closed above 23. Friday's close: 19.99 history isn't a rule, and the whole session is still ahead so, YES or NO into the open?
EVERYONE ON YOUR TIMELINE IS CALLING BLACK MONDAY 2.0 NOW YOU CAN TRADE IT Oct 19, 1987: the S&P 500 lost 20.47% in one day. this year Oct 19 is a Monday again so i made a market on @xomarket : will the S&P 500 close down 5% or more on Monday? [ beta.xo.market/event/will-19… ] why 5%: a 5% down day is a real crash. the S&P has had 20 since 2000, the last on April 4, 2025 why everyone is talking about it > Nasdaq -4.48% last week, chip stocks (SOX) -11.41% > the S&P only -1.95%, and the Dow finished the week up 0.67% > VIX jumped 21% on Friday to 19.99 the selloff is real, but it's a tech selloff. the Black Monday talk is mostly about the date just a scary date, or a real crash? YES or NO?
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Trump's approval hit new lows in two national polls Polymarket had already priced it in Democrats to win the House 91% a week ago → 91% now 36% of voters approve in the Fox News poll, Oct 9-12 The lowest Fox has found in either of his terms 34% of adults approve in the NBC News poll, Sept 28-Oct 12 Registered voters want Democrats to control Congress, 55 to 45 The Senate is the closer race Democrats are at 65%, up 1 point on the week Also in the news > Early voting opens in Texas today > Trump rallies for Sen. Roger Marshall in Kansas tonight > The Justice Department sued California over mail ballots it says went to likely noncitizens California says the government hasn't shown evidence > NPR reports record midterm fundraising If new lows in approval can't move the House price, what would?
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EVERYONE ON YOUR TIMELINE IS CALLING BLACK MONDAY 2.0 NOW YOU CAN TRADE IT Oct 19, 1987: the S&P 500 lost 20.47% in one day. this year Oct 19 is a Monday again so i made a market on @xomarket : will the S&P 500 close down 5% or more on Monday? [ beta.xo.market/event/will-19… ] why 5%: a 5% down day is a real crash. the S&P has had 20 since 2000, the last on April 4, 2025 why everyone is talking about it > Nasdaq -4.48% last week, chip stocks (SOX) -11.41% > the S&P only -1.95%, and the Dow finished the week up 0.67% > VIX jumped 21% on Friday to 19.99 the selloff is real, but it's a tech selloff. the Black Monday talk is mostly about the date just a scary date, or a real crash? YES or NO?
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If Anthropic goes public this year, it's about a coin flip to beat SpaceX's IPO Polymarket gives it about a 38% chance at the biggest IPO of 2026, down from 55.3% a week ago > 72.5% The chance Anthropic goes public by Dec 31, down from 76.5% If it doesn't, SpaceX almost surely wins If it does, its odds are about 50-50 > $2.1T SpaceX's market value at the end of its first trading day That's the number Anthropic has to beat This week, investors talked about a $1.5T valuation for Anthropic, down from about $2T If it prices at $1.5T, it needs to jump about 40% on day one If it prices at $2T, it needs about 5% > 40% None of the 12 biggest IPOs by money raised ended their first day up that much Alibaba came closest, up 38% in 2014 SpaceX sold less than 5% of its shares and still rose only 19% Is 38% too high or too low for Anthropic?
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Knight retweeted
🚨 Now live on XO, created by @KnightPredict! AI labs revenue shock, crude oil near $100 again, memory stocks sell off, crashes in emerging markets amidst a global supply shortage. S&P 500: 2% off ATH. Will 19 Oct be another Black Monday for US capital markets?
EVERYONE ON YOUR TIMELINE IS CALLING BLACK MONDAY 2.0 NOW YOU CAN TRADE IT Oct 19, 1987: the S&P 500 lost 20.47% in one day. this year Oct 19 is a Monday again so i made a market on @xomarket : will the S&P 500 close down 5% or more on Monday? [ beta.xo.market/event/will-19… ] why 5%: a 5% down day is a real crash. the S&P has had 20 since 2000, the last on April 4, 2025 why everyone is talking about it > Nasdaq -4.48% last week, chip stocks (SOX) -11.41% > the S&P only -1.95%, and the Dow finished the week up 0.67% > VIX jumped 21% on Friday to 19.99 the selloff is real, but it's a tech selloff. the Black Monday talk is mostly about the date just a scary date, or a real crash? YES or NO?
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the $1WIN sale filled its $3.9M in 8 minutes, per @1winToken can it get 5x oversubscribed? easy imo. i'm in YES one day in, deposits sit at $5.54M i made a market on @xomarket : does the sale pass $20M in deposits by Oct 30? > $20M is 5.13x the sale size > that needs about $1M a day from here > after the first 8 minutes, day one added $1.64M > the top 8 wallets put in 29% of the pool if it gets there, $1,000 in gets you about $195 of tokens at sale price. the rest comes back after the sale 14 days left. YES or NO?
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Texas hasn't elected a Democrat to the U.S. Senate since 1988 Early voting starts Monday 1988 Lloyd Bentsen's last win Republicans have won every U.S. Senate race in Texas since The closest call was 2018, when Beto O'Rourke lost by 2.6 points 50-47 Talarico leads Paxton in the latest Texas Politics Project poll The lead is within the margin of error 62.5% Talarico to win on @trylimitless Inside Elections just moved the race to a toss-up Does the 38-year streak end in November?
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UPtober in 4 dates. the 4th one is today Oct 2: bitcoin:native peaks at $87,220 Oct 8: dips to $80,394 Oct 14: hot core CPI. Fed hike odds on Polymarket go 17.5c → 54c in under an hour. bitcoin:native $83,169 → $81,682 → $80,226 overnight today: PPI and retail sales 3 numbers to watch before the data hits: > 27.5c Polymarket odds of another 25 bps Fed hike on Oct 28. the odds gave back most of the CPI jump. bitcoin:native didn't recover > 84.5c Polymarket odds bitcoin:native falls to $80,000 in October. a single 1-minute Binance BTC/USDT candle at or below $80,000 resolves it YES. the overnight low came within $226 > 26.5c Polymarket odds bitcoin:native reaches $87,500 in October, a new high for the month. it was 54c right before CPI UPtober needs +3.3% from here to finish green. can PPI bring it back?
Genuine question… Is UPtober officially canceled, or just delayed?
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Polymarket's token $POLY talk is back look where the money comes from first since Sep 1, per @DefiLlama: > Polymarket US: $13.9B traded, about $100M in fees > Polymarket International: $6.2B traded, $44.8M in fees > Perps: $757M at the mid-September peak, $341M last week the US app runs on KYC, dollars and a CFTC license the international app and perps are closed to US users. a token built on that side would be too Bloomberg says Polymarket is choosing between equity and a token the part that earns the most already works without a token and the crypto market structure bill stalled in the Senate in September i think an IPO is the safer move for the business until US token rules are clear what would $POLY give Polymarket that the US app isn't already giving?
Bloomberg
@businessOct 14
Polymarket is facing a quandary over choosing between traditional equity and a token launch. bloomberg.com/news/newslette…
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Three Democrats running for Senate won't commit to Schumer The Senate Majority PAC, closely aligned with him, has put millions into their campaigns He'll probably keep his job anyway In Maine, Troy Jackson has said he won't back him for leader In Kansas, Adam Hamilton told CBS he wouldn't support him as majority or minority leader In Michigan, Abdul El-Sayed won't commit Maine and Michigan are on the Democrats' path to a majority Democrats are 63.5% to win the Senate on @trylimitless The reason is how Senate Democrats pick their leader They vote behind closed doors, and their rules say not before December If anyone runs against him, the ballot is secret In a 51-seat majority, he needs 26 votes Even if every nominee refusing to back him wins, that's nowhere near 26 So far, no one has stepped up to run against him for leader "It's hard to lose if no one else is challenging you," Sen. Ben Ray Lujan told the AP In 2024 Democrats lost four seats and the majority, then re-elected Schumer unanimously In 2022 Rick Scott challenged Mitch McConnell after a weak midterm and lost 37 to 10 A win in Kansas would put Hamilton in the room It would also make Schumer the leader who won back the majority His real risk is a bad night If Democrats take the Senate, do his critics fall in line?
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the whale's 10x survives a 25% drop. yours survives 7% trader 'Bright Owl' on @entropyIO, long io:NBIS (Nebius): >15,000 NBIS, $3.03M, average entry $207.74, -$89k on paper >leverage is set to 10x, but there's $820k of margin behind it. real leverage is about 3.7x >liquidation sits way down at $152, 25% below the current price >on Oct 6 they sold 1,000 NBIS at about $253. today they bought 1,000 back at about $205 >hold 43% of this market's open interest >funding paid since opening: $126k open a fresh 10x long on the same market at $202 and liquidation is near $188, about 7% down. this perp fell 7.2% in the last 24 hours [ entropy.io/?r=knightpredict ] when you copy a whale, do you copy the entry or the margin?
the busiest market on @entropyIO is SanDisk. the biggest is Anthropic >Anthropic perp: $43M in open positions, $7.7M traded in 24h >SanDisk perp: $4.8M in open positions, $49M traded in 24h the SanDisk perp is down 7.4% in 24 hours and traded over 10x its open interest. on Oct 7 it was 5.5x Anthropic stays under a quarter the perp kept trading after the stock market closed. between Friday's close and Monday's open, $64M of SanDisk changed hands on Entropy. Anthropic, $21.5M weekend moves are capped at 10% from Friday's close. at the open the cap comes off the SanDisk perp traded as high as $1,619 on Sunday and as low as $1,466 after today's open. a 10x long opened on Sunday would have been liquidated [ entropy.io/?r=knightpredict ] would you rather hold Anthropic before its IPO, or trade SanDisk while the stock market is closed?
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the busiest market on @entropyIO is SanDisk. the biggest is Anthropic >Anthropic perp: $43M in open positions, $7.7M traded in 24h >SanDisk perp: $4.8M in open positions, $49M traded in 24h the SanDisk perp is down 7.4% in 24 hours and traded over 10x its open interest. on Oct 7 it was 5.5x Anthropic stays under a quarter the perp kept trading after the stock market closed. between Friday's close and Monday's open, $64M of SanDisk changed hands on Entropy. Anthropic, $21.5M weekend moves are capped at 10% from Friday's close. at the open the cap comes off the SanDisk perp traded as high as $1,619 on Sunday and as low as $1,466 after today's open. a 10x long opened on Sunday would have been liquidated [ entropy.io/?r=knightpredict ] would you rather hold Anthropic before its IPO, or trade SanDisk while the stock market is closed?
$42M of open interest sits on the Anthropic perp on @entropyIO what happens to it if Anthropic never goes public? > IPO: once the stock starts trading, the perp follows Anthropic's market cap > not public by Aug 18, 2028: it settles in cash at the perp's 6-month average price > Entropy decides no IPO is coming: it closes early at the 30-day average > Anthropic gets acquired: it settles at the deal price, if credible reports confirm it you don't get shares or an IPO allocation. if Anthropic never goes public and nobody buys it, other traders set your exit price Entropy is still in its early bird period no points program yet [ entropy.io/?r=knightpredict ] which ending do you think ANTH gets?
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a Hormuz deal headline isn't enough to get paid on this Polymarket Senate control plus a US-Iran deal by Nov 2 almost 1,000 words of rules, here's the short version [ polymarket.com/event/who-win… ] what counts >the US and Iran both accept the same deal by Nov 2, 11:59 PM ET, jointly or in separate statements >the deal has to commit Iran to letting ships through Hormuz what doesn't >talk of progress, like Trump's "productive discussions with the Islamic Republic of Iran" on Oct 8 >Iran letting ships through on its own, outside a deal >one side announcing a deal the other doesn't confirm the Senate >majority wins. at 50-50 it goes to the party holding the vice presidency >independents count with the party they caucus with timing >no deal by Nov 2: "No Hormuz Agreement" resolves right away >a deal: you wait for the full Senate count, runoffs included, even past November >a vague announcement can sit unresolved for up to 14 days on Oct 11 Iran called the US response "insufficient". on Oct 12 it said it will reply once its review is over this market prices a deal by Nov 2 at 17% the standalone deal markets, same deal wording, have Oct 31 at 13% and Nov 2 at 14 to 15% no on "Hormuz Agreement; R Senate" costs 93¢ and loses only on a deal plus a Republican Senate not free money. the market gives that combo 7%, and a deal turns it into a Senate trade still the cleanest side here would you take 93¢ now or wait for Iran's reply first?
Democrats are 63.5% to win the Senate on Polymarket If a Hormuz deal lands before the vote, that drops to 57.6% On Oct 8 Trump wrote that "we will not be attacking Iran at any time prior to the Midterm Elections" On Oct 11 Iran called the US response to its Hormuz proposal "insufficient" Messages between the two sides still go through mediators A new market pairs a US-Iran Hormuz deal by Nov 2 with Senate control Deal plus a Republican Senate trades at about 7.1¢, deal plus a Democratic Senate at about 9.7¢ That split is where the 57.6% comes from A sister market with an Oct 23 deadline puts Democrats at about 56% if a deal comes Both books put Democrats 6 to 7 points lower in a world with a deal The price doesn't say why Traders may read a deal as a win Trump takes into the vote, or expect it to arrive with other good news for Republicans Both markets opened on Oct 11, so these prices can still move a lot Would a Hormuz deal before the election change how you see the Senate?
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Knight retweeted
After no mention of a token at Token, the market on XO has resolved to NO, powered by MODRA AI. Market creators on XO earn 20% of all trading fees and that's $10.59 @KnightPredict never had before. Only on XO.
🚨 Now live on XO, created by @KnightPredict! The crypto rumour mill is buzzing with a possible new token coming to the mix. Will @shayne_coplan mention a @Polymarket token at a Token 2049 Singapore event or on 𝕏 during the conference week?
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