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Marko
@Marko_Poly
Hunting @Polymarket edges like a maniac Low-liq = my drug AI models are distraction, chips are the war Real PnL drops only
加入 July 2022
568 正在关注    3.6K 粉丝
42's underdog market for the World Cup is one of the most lopsided I've watched on the platform. Total market cap: $201. Japan holds $97 of it - half the entire market sitting on one outcome at a 1.2x payout. > Japan: $96.91 mcap, 1.2x potential > Tied: $22.32, 5.3x > Korea / Scotland / Uzbekistan / Bosnia / Cabo Verde - all clustered around $12 mcap, 9.6x potential each > Ghana / Jordan: $10, 11.2x > the bottom 8 outcomes combined hold less mcap than Tied alone I'm in Japan. but the structural read is more interesting than my position. Most prediction-market campaigns price favorites and ignore everything else. On a bonding-curve protocol, the underdog cluster reprices on every group-stage matchday. One upset, one player injury, one knockout-round surprise - the math shifts across the whole curve. This is the part of an event trading protocol that doesn't exist on a fixed-odds book. Settlement is 24 days away. The token curve for every underdog will be repriced six or seven times before then. 24 days. One resolution. Dozens of repricings.
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