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Joined October 2025
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Worth revisiting after the midterms. If you haven't had a chance to read this yet, it's a fascinating take on whether data from Polymarket provided insights that differed from traditional presidential polling.
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$2.5 million traded on Polymarket’s “Strait of Hormuz traffic returns to normal by September 15?” market. It resolved No. The wallets that made money gained just $24,864 combined. We traced the transactions to see who came out ahead & who lost: oddchain.com/p/who-came-out-…
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All ten of the largest winners bought No at an average price of at least 85¢. Six paid 97¢ or more. The highest percentage return among those ten came from a first-day buyer: 6,300 No shares at 85¢, for a $907 gain.
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All ten of the largest losing wallets bought only Yes, at average prices of 14¢ or less. The largest loser spent $6,360 on 250,000 Yes shares, then sold at an average of 0.3¢.
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🤔
With Iowa flipping to Dems this morning, the Kalshi map matches my Senate map from Saturday morning perfectly.
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Boots on the ground often pay off: "But election sharps like Campbell and Bensoussan offer a window into how some solo traders have embraced the opportunity to sort through the dizzying array of information and disinformation floating around elections." A good read.
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This Polymarket trader wagered over $200k that Jesus will not return before 2027. With this level of conviction, might they be an insider? But perhaps the better question is: why does Wise-Mecca over here have 563,549 shares of Yes as their only position?! What do they know?!
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JUST IN:
Guys, it was me. I was $300m of Kalshi’s crypto volume. I’m so sorry.
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