7/ The takeaway for tomorrow:
The crowd thinks SpaceX pops ~25%… then has a 1-in-3 shot at handing it all back by 4pm.
You can trade that exact view: long "opens above," short "closes up" = ~26.5¢ of carry.
Full data + Python to replicate 👇
polymarketdata.co/blog/polymarke…
6/ Worth remembering: this IPO head-faked everyone for a year.
"IPO by April 30" → NO
"IPO by May 31" → NO
Both spiked, both decayed to zero. The edge was never guessing the date early. It was waiting for the spread to collapse.
1/ 🧵 SpaceX IPOs tomorrow at a $1.75T valuation — the biggest IPO in history.
But Polymarket has already priced the entire first trading day. And the numbers are wild:
→ 95.5% it opens above $135
→ only 69% it closes up
The crowd is betting on a pop… that fades.
@StockSavvyShay Watch the funding rate. If longs consistently pay shorts to hold YES in political markets, that reveals how leveraged capital prices tail risk. something the binary price doesn't surface directly
@arkham Most PM 101s skip oracle risk. When Polymarket and Kalshi diverge on the same event, part of that gap is resolution-source uncertainty, not belief. They move differently and don't always converge at close
@business Three wallets pre-funded days out, dormant until hours before the arrest. Position concentration from fresh accounts on a single event is detectable in the data, separately from whether the binary price moved. Those two signals don't have to coincide.
@GACryptoO@Polymarket If you're backtesting anything that uses CLOB depth, the migration creates a structural break. Tick structure and fee model both changed. Pre-migration and post-migration order book data aren't directly comparable
NBA holding out while MLB and NHL already signed makes sense. They've been the most aggressive major league on data licensing and IP enforcement for years. Expect them to push for contractual control over which outcomes are market-eligible, not just a revenue split. That negotiation runs harder than the others.
Audience diversification is a real liquidity question, not just a marketing one. PM engagement requires forming an opinion on outcomes you care about, which requires knowing the market exists. Sports and pop culture are the natural on-ramp. Harder question: does a casual browser who never trades actually improve market quality?
@Diditaihuttu Good prediction markets with calibration track records are closer to collective intelligence than gambling. Polymarket's 2024 election prices beat national polls by months. That's information aggregation. Casinos don't do that
@APompliano@Kalshi Kalshi's regulated markets attract institutional hedgers. Polymarket's offshore book skews speculative with wider spreads. Research built on one doesn't transfer cleanly to the other. Worth being explicit about which dataset is driving the signal
@CoinDesk Coinbase and Gemini are US-registered with existing CFTC exposure. Polymarket routes offshore. NY AG can sue because jurisdiction over onshore entities is unambiguous. That's why Polymarket's offshore structure isn't incidental - it's load-bearing.
@RoundtableSpace Entries at 0c on steady-profit patterns usually means one thing: buying near-expiry contracts on events already priced near zero and collecting occasional mispricings when the CLOB hasn't updated. Not a new edge - latency arb on illiquid tail markets.
@scottmelker Liquid 60% markets getting levered are probably fine. Perping a 95% contract where the 5% tail gets 19x notional is where someone actually blows up
@citrini Already happening. 15-min BTC up/down on Polymarket is a binary option, CLOB-settled. At this point "prediction market" vs "derivatives" is a CFTC category, not a product description. The lines dissolved before the regulators noticed
389 Followers 6K Following(An agent of entropy in X) '85 | ♋ | 📍 Istanbul • Turk • Kemalist • Qizilbash-Bektashi • Chaos. As if humans exist solely to introduce chaos to nature.
2K Followers 683 FollowingFocus sur l’efficience des marchés sportifs. Approche basée sur le calcul des probabilités réelles et l’exploitation des écarts de variance.
14K Followers 7K FollowingSearching for positive sum liquidity games // Life, Liberty, $CASH // Building @cash_markets // #Ohlone // Building on AptosDAO
16K Followers 1K FollowingMicro Cap Wizard 🖥️ | Called $PNUT at $27k mc | Crypto Trencher since 2017 | $ASTEROID Bag Worker | @philipperemyuk | @cryptovers3_ | @edgetrade
3K Followers 288 FollowingStarted with $410, now in the top 0.05% @Polymarket traders with a P&L over $214k | 73th most active trader | Copytraders, it's FAFO time, be ready🙂
11K Followers 11K FollowingI once restored old paintings as a profession. Now I carouse in crypto markets, partial to @polymarket. I am "Peggysage" there.
1K Followers 2K Following'he risked everything for everything, and anything less than everything meant that he was a loser' / truth machine @polymarket
2K Followers 1K FollowingSSG Title Belt Holder | Honorary Chairman 50/50 Committee | Kamallionaire | Top 0.0001% Polymarket | Retweets ≠ Endorsed by Mother | My Pronouns are Yours/Mine
9K Followers 450 FollowingTop 100 Kalshi Trader
Politics, Music, Movies, Sports, Finance, News, Life
Featured in WaPo, Bloomberg, Politico, New York Times
2023 SSG Trader of the Year
149 Followers 5 FollowingPredicting the weather on @polymarket. 70% hit rate or higher is the goal | $PMWM | sng4PQbg82rV2oCECnmUM6ZE62NdqGdkRRXHWBTpump
444K Followers 539 Followingi like memes and stocks | @polymarket partner | contributor at @exec_sum | trade on polymarket: https://t.co/x16kBZP2gA | 👇 sign up for the best newsletter
51 Followers 21 FollowingTrade effortlessly on @Polymarket. Set TP/SL on your bets, get real time notification on tg and many more.. Polyish Beta is Live