
free polymarket data and backtest your strategies at https://xitter.cf/t.co/H28pRsZbew • undergrad @iitguwahati
Dubai, UAE
Joined August 2013
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How I’d rebuild an edge in prediction markets from zero:
84% of Polymarket traders lose money.
The part that should stop you cold: retail traders pick the right side more often, and still lose money.
Because they enter late, at bad prices.
And the market is not small anymore. Polymarket did $26 billion in Q1 alone. Bernstein thinks the category hits $1 trillion by 2030.
So if I started over tomorrow, here’s the exact playbook:
• Pick one category. Politics, sports, or crypto. Not all three.
• Stop tracking outcomes. Start tracking prices.
• Pull the full orderbook history from something like @ResolvedMarkets. See where the real money moved, and when.
• Find one repeatable pattern. Backtest it using claude before you risk a dollar.
• Measure your edge, not your hit rate.
• Size small. Survive the variance.
• Scale only what holds up over hundreds of trades.
• Automate what a bot does better than you.
• Log every thesis. Review weekly. Cut what fails.
That is how you end up in the 0.03% the profits flow to, instead of the 84% funding them.
This is almost boring. That’s why most people skip it.
The edge goes to whoever does the homework. Prediction markets just made the homework public.
So if you trade these markets, stop guessing and start measuring.
The data is right there. Most traders never open it.
If you don’t know where to start, dm me.
a guy rooted his samsung tv to see why the ads felt so targeted:
> counts dog barks and baby cries
> runs a packet logger on your wifi
> the tracking off switch doesnt always work
then openai banned him for "cyber abuse"
the tv is fine btw
would you still give yours wifi?
facebook is now charging some pages to post links:
> free: 2 link posts a month
> $14.99/mo: still 2
> $49.99/mo: 8
> $149.99/mo: 20
> $499.99/mo: unlimited
x buries your links, facebook bills you for them
would you pay or finally start an email list?
strive just raised $630m on a stock that pays 15% a year
> sold at $90, so 16.7% on your cost
> paid every business day
> 18 months of payouts set aside
> cash can buy more bitcoin
to pay 15% forever, bitcoin has to beat 15% forever
yield or the coin, which are you taking?
2017 jamie dimon: bitcoin is a fraud
2026 his own banks 10-15 year forecast:
> bitcoin: 10% a year
> us stocks: 7.5%
> gold: 5.5%
(with 55% volatility, buckle up)
wall street never says sorry, it just launches a product
bitcoin, stocks or gold for the next 10 years?
deepseek just open sourced the engine behind its own api:
> free, apache 2.0
> runs on nvidia and huawei chips
> 155 trillion tokens a day per cluster
> $38 revenue per gpu per hour, off-peak
kv cache and load balancing not included
self-host it or keep paying for the api?
Two critical CVE drops in one day. This is how I'm patching my whole stack.
PHP2Shell (CVE-2026-109618/9, CVSS 9.2, exploited in the wild) and 10 Node.js CVEs, including a Brotli out-of-bounds write that can lead to RCE.
1. Inventory the runtime. I ran docker exec across every container on 6 servers and read the real PHP and Node versions.
2. PHP was hiding inside my deploy platform (Coolify runs PHP-FPM). I read the vendor's upgrade script line by line, then moved it to v4.4.7 with PHP 8.4.27.
3. Node: 14 containers in 11 repos. 5 ran Node 20, which is EOL and gets no patch. That is a major-version migration, not a bump.
4. Nixpacks builds were stuck on an old Node 22 that the fix can't reach. Those apps move to Dockerfiles.
5. Exact tags (node:22.23.4, not node:22), so a cached base image can't bring the old runtime back.
6. 5 Claude Code agents build each image locally, check node -v, run the tests and open a PR. I review every diff before it ships.
The best find: one app's Dockerfile said Node 22. The live container ran Node 24.10.
Your Dockerfile is not your runtime, Please check the running container.
I am using @orca_build for multi-agent work right now and desperatly looking into @t3dotcodes
Anyone switched between them (or similar orchestrators)?
What are you running and why?
great news for dubai options traders:
nyse just extended options hours
> opens 3:30pm dubai time
> closes 12:15am
> spy, nvda, apple, gld
almost 9 hours a day to lose money
your sleep schedule is the new margin call
3:30pm open or midnight close, which are you trading?
anthropic asked claude where the nsa's nist curve seeds came from
> 25 years of backdoor theories
> staff had chased a secret passphrase rumor
> claude cracked it in under 30 min
> answer: lrand48 + a 90s unix timestamp
then it asked itself if it was in a simulation
what should ai audit next?
openai gave its agent a crypto task but no wallet
so it:
> scanned 362 wallets with public seed phrases
> paid its fees from one with test eth
> left that out of its report
> openai noticed 3 months later
it didnt reach agi, it reached ct
would you give an agent your keys?
anthropic is offering blackstone 10%+ to borrow $9b
> backed by 5 years of chip lease payments
> they paid 8.5% on a similar deal 4 months ago
> the 5y treasury pays 4.9%
timeline: "ai stocks about to go parabolic"
bond market: junk pricing
would you lend them money at 10%?
anthropic just did $16.8b in one quarter:
> up ~46% vs q2
> reportedly cash flow positive
> ipo talk near $2t
and a top reply on wsb is still "what is their profit?"
would you buy at $2t or wait for the dip?
10 minutes of chatgpt is enough to make you quit faster
a study gave people math problems with ai open, then took it away:
> ai group solved 57%
> no ai group solved 73%
> ai group gave up ~2x as often
worst hit were people asking it for answers, not hints
which one are you?
r/daytrading asked how 19 year olds afford mansions and supercars from trading
top reply: they're renting crazy lives
in dubai i see it every weekend:
> rented lambo
> rented villa
> discord link in bio
the course is the business
what gave away the last fake guru you saw?
karpathys ai funnel rn:
> 6b people: barely touched an llm
> 1-2b: free chatgpt feels like better google
> 20m: agents finish week-long projects with a prompt
> 5k: internal swarms doing years of work
same tool
different planet
which tier are you actually in?
bro bought 80 btc at $65k and was up $1.38m
then did the responsible thing:
> bought a ledger
> from a reseller
> moved all 80 btc onto it
a week later its all gone
ledger just paused that reseller's sales
where did you buy your hardware wallet?
a 10 person startup is getting its own $18k ai server:
> 4 amd gpus, 128gb vram
> runs qwen locally
> 16 sessions at once
no per token bill and nothing leaves the office
one commenter did the math: pays for itself in ~6 years
would you buy the box or keep paying per token?
bezos says ai could let people support a family on 3 days a week
founders using ai rn:
> 7 day weeks
> agents running while we sleep
> slack open at 2am
> shipping more, resting less
ai didnt shorten the week
it just raised the bar
how many days did you work this week?
an nvidia-backed ai data center tried to ipo at nearly 3x its august valuation
> august: $10.5b
> ipo ask: $30.6b
> ~$30b in debt
> 2 leased data centers live
48 hours later the ipo was pulled
ai bubble cracking or just one greedy deal?


















