Joined November 2021
2,352 Photos and videos
Pinned Tweet
just got done with my part at @notthreadguy livestream. that was lit, bit nervous but I think we revealed some moments good enough. much appreciate your time, your feed. see soon again!
Threadguy is now LIVE with @KyleDeWriter twitch.tv/threadguy
195
9
486
68,004
Kyle the Writer retweeted
US and Iran will sign an Agreement Tomorrow - Stated by Trump Top YES holder is now up $300,000 Odds for Permanent Peace Deal are spiking up to 37% Though it seems that the main objects of the deal is Nuclear weapon and Strait of Hormuz The key sentiment of this day is NO to Nuclear Weaponizing and fully Opened Strait Iranian sources keep silence
🚨 BREAKING: President Trump confirms the deal with Iran is scheduled to be signed TOMORROW - NO cash will change hands (unlike Obama’s “deal”) - The Strait will reopen IMMEDIATELY - The US will soon recover the “nuclear dust” TRUMP: “Hopefully, this process will all work out quickly, easily, and smoothly. If it doesn't, we have the ultimate alternative, hopefully never to be used again!” 🇺🇸
16
2
46
2,041
Kyle the Writer retweeted
7 filters to hunt Smart Money on Polymarket It's pretty complicated to track correct net flows, as most of the times they're not loud > Headlines and news move retail > Silent Indicators and precise formulations decide what side smart money chooses I was tracking sentiment flows via different samples 90% of them track random trades, only a few filters seemed to be useful Basic sample I consider as a good one includes: > Crypto and Sports excluded > Wallet age 2yrs < X < 60d > Taker purchases > Total Value over $3k > Position concentration >70% > Automatized bots excluded Combo cuts off all the noise, retail minor purchases, ludo hopium, and non-trackable categories Yet, not every txns tab is projected to be the one I am looking for You can also try it out now
There're >2,826,105 active wallets on Polymarket Only a few of them are profitable long-term Moreover, majority of profitable traders lose their edge within a month The curve of the dependence of the percentage of successful traders on the platform growth index says: The more platform growths, the smaller % of traders remain profitable That's said, money flows from retail to consistent traders who met all the required criteria From "degen-to-degen" to "degen-to-whale" model On top of that, a portion of traders is being cashed out daily by HFT bots, confirming a change in trading patterns. We've started collecting data worth of millions, in order to track historical money flow and give you the view on situation unavailable for average PMs user Stay alerted
22
2
53
2,086
US and Iran will sign an Agreement Tomorrow - Stated by Trump Top YES holder is now up $300,000 Odds for Permanent Peace Deal are spiking up to 37% Though it seems that the main objects of the deal is Nuclear weapon and Strait of Hormuz The key sentiment of this day is NO to Nuclear Weaponizing and fully Opened Strait Iranian sources keep silence
🚨 BREAKING: President Trump confirms the deal with Iran is scheduled to be signed TOMORROW - NO cash will change hands (unlike Obama’s “deal”) - The Strait will reopen IMMEDIATELY - The US will soon recover the “nuclear dust” TRUMP: “Hopefully, this process will all work out quickly, easily, and smoothly. If it doesn't, we have the ultimate alternative, hopefully never to be used again!” 🇺🇸
16
2
46
2,041
7 filters to hunt Smart Money on Polymarket It's pretty complicated to track correct net flows, as most of the times they're not loud > Headlines and news move retail > Silent Indicators and precise formulations decide what side smart money chooses I was tracking sentiment flows via different samples 90% of them track random trades, only a few filters seemed to be useful Basic sample I consider as a good one includes: > Crypto and Sports excluded > Wallet age 2yrs < X < 60d > Taker purchases > Total Value over $3k > Position concentration >70% > Automatized bots excluded Combo cuts off all the noise, retail minor purchases, ludo hopium, and non-trackable categories Yet, not every txns tab is projected to be the one I am looking for You can also try it out now
There're >2,826,105 active wallets on Polymarket Only a few of them are profitable long-term Moreover, majority of profitable traders lose their edge within a month The curve of the dependence of the percentage of successful traders on the platform growth index says: The more platform growths, the smaller % of traders remain profitable That's said, money flows from retail to consistent traders who met all the required criteria From "degen-to-degen" to "degen-to-whale" model On top of that, a portion of traders is being cashed out daily by HFT bots, confirming a change in trading patterns. We've started collecting data worth of millions, in order to track historical money flow and give you the view on situation unavailable for average PMs user Stay alerted
22
2
53
2,086
Clipped the live of Kairos CEO explaining the edge on 5-minute up/down I tried trading 5-minute up/down markets and it's genuinely easy to scalp I set the limit orders by Best bids Get filled instantly without any cent paid in fees I set the Trailing Stop It adjusts in real time, moves along with my profits And then it will never drop lower To be simpler: Once the odds pumped enough, you're is basically locked in profits @KairosTradeX was released just today, already superiors other trading terminals Picture of my recent profits on Kairos below in replies $30,000 Trading Competition details in the tweet below
You've never seen a prediction market move this fast. We got a sneak peek of @KairosTradeX from the last Polyfactual pod with @thejay btw, Kairos just launched a Trading Championship with @Polymarket and @TXODDSOfficial: > $30,000 > four prize pools > top traders vs top creators Runs for the entire World Cup.
15
4
67
2,501
The new Major Failure of HIP-4 WC Winner markets Volumes comparison: HIP-4 > $132,000 vol. Kalshi > $184,000,000 vol. Polymarket > $2,122,000,000 vol. The loudest worldwide event as a proof of need proved who is the outsider HIP-4 is basically 1,393x lower than kalshi and 16,000x lower than Polymarket World Cup could become HIP-4's break out chance, but it's not Fair to say: Not enough markets, not enough liq incentives, not enough promo, not enough UI Potentially, HIP-4 can become a good competitor on the institutional money niche markets Yet, it's years in the future, and doubtful to be ever realized well enough
The truth is that Hyperliquid perps can hit billions in daily volume But HIP-4's overall volume will still be lower than any tier-1 memecoin had in 2024 Not an insult but fair: Orderbooks are the thinnest ones I've ever seen and HIP-4 is literally non-tradable atm. Until global liquidity incentives are implemented, it has 0 chances to join the PM narra leaderboard. Top active target audience is already spread among major PM companies and it will nearly impossible to lure them to HIP-4. Ones are fully accessible almost worldwide, others hint at an imminent airdrop. On top of that, HIP-4 is needed to be original with user benefits/rewards/liq incentives/etc. No one wants the same project, but just with different UI built on a different chain. I'm bullish on prediction markets cycle but hl goats are more loud than truthful about HIP-4's chances of ever becoming top-1 across prediction markets. I need a market to predict this
18
46
2,005
There're >2,826,105 active wallets on Polymarket Only a few of them are profitable long-term Moreover, majority of profitable traders lose their edge within a month The curve of the dependence of the percentage of successful traders on the platform growth index says: The more platform growths, the smaller % of traders remain profitable That's said, money flows from retail to consistent traders who met all the required criteria From "degen-to-degen" to "degen-to-whale" model On top of that, a portion of traders is being cashed out daily by HFT bots, confirming a change in trading patterns. We've started collecting data worth of millions, in order to track historical money flow and give you the view on situation unavailable for average PMs user Stay alerted
The best Dataset for your trading Strategies and Analysis This public dataset gives you access to historical trade data from Polymarket How can you use it? > Analyze trader behavior > Study how markets react to news > Backtest Quant and Statistical trading strategies You don't need to collect the data yourself The hard work has already been done for you Repo link: github.com/warproxxx/poly_da…
18
42
3,641
Kyle the Writer retweeted
Introducing the Kairos Ă— @Polymarket Ă— @TXODDSOfficial Trading Championship. $30,000 Top traders. Top creators. Four Prize Pools. Bet on your favorite participants directly on Polymarket, or climb the ranks on Kairos and get featured yourself. Think you can outperform the market? Details Below:
210
134
576
71,774
Missile launches in the Middle-East continue There's been a ton of hints on the peace deal, on Strait reopening and Nuclear program limits Everything from above seems to be just a noise as nothing really changed or expected to be > 49 missile strikes were launched 40 miles outside Tehran and more along Iran's southwestern coast > Iran bombed US military base 10 hours ago > The US gov is unsatisfied with Iran dragging the feet at the negotiating table There's a minor chance for peace deal to happen, but headlines keep attracting more degen money to the YES side Short the headlines spikes
Trading the middle-east peace becomes a bond By numerous reports from Iranian officials: "From this moment on, the operations of our armed forces cease, unless Israel decides to respond with military actions" the closest date on Israel airspace market resolves in 15 hours If no any military actions happen until then, this market is a def EV I genuinely believe that if Israel wanted to respond to Iranian missiles attack, it'd be already in process. 5 hours ago Israel did a ministerial meeting, no any active actions were taken. Any further dates after June 9 look less advantageous
14
1
52
1,790
Prepare to trade World Cup like a Quantitative model Some must-to-learn stats: > 8 winner countries in 96 years > 3 obvious frontrunners > The region matters The duty is not to increase the payout, but to lower the risks Historical Winner Basket is at only 54c cumulative odds cost Few underdogs who ever reached semi-finals are at only ~20c cumulative odds Winner Basket Competitive Underdogs = ~74c total price Receive $1 payout if any country from the sample wins (>30% ROI) But this isn't enough. I'm not the big fan of one or another player. I've never watched a single match outside the 2022 World Cup. But this is what my sports-trader mate told me: "Top Goalscorer basket is greatly mispriced at the current conditions. Retail misses that top scorer is not about the skill, but the fair probability consists of various factors, and rate them accurate enough is almost impossible but you can try point to the sky and be near-correct matches played Ă— shots per match Ă— penalty taker Ă— group difficulty x (?) pick the player whose team is almost guaranteed to play 5-7 matches" Here's what is obvious: > Winner Basket is projected to rise in total price as less countries will stay after first matches. So accumulate them now. > Set live alerts on top teams and play the panic of first time. > Don't trade if your own conviction is not enough. @BitgetWallet makes it possible to trade Polymarket as a phone app. > Experience is much smoother than on mobile web version. Pinned the link below.
Polymarket whale put $400,000 worth of YES shares on France to win the World Cup If he's right he will earn ~$2.5M I can prove him wrong: If you're here to trade on your loved country, just keep going My mission is to trade pricing inefficiencies and fanatic hopium WC starts tomorrow and I’m watching this tournament through @Prophetzone It's an intelligence terminal built on Top of Polymarket: > market moves > volume & sentiment > signals behind this all Spent a While discovering Strategies Tab. For instance, South American sample would pay off 373% return with much lower risk than you'd get by trading on a single team. Same with European frontrunners sample and so on. I am not the fan, I'm here to predict and estimate fair probabilities.
9
51
1,905
You can now get 10x more value trading the same markets that are nearly-resolved. Here's how: No loud announcement was shipped, but there's a new page in Polymarket docs. User can request a quote for the package of markets and receive a price of it from market makers The whole process is explained in the tweet below As expected, this feature won't be limited by things like "Combo of only related markets can be approved" or "The mean share price cannot be over 90c" And I really like it. So-called "bonds" can now be stacked into 1 combo. There're tons of free money across obvious outcomes, but the main thing that stops me personally is holding period. Now it can be compounded together with expectably higher return. You can have your mind on how to use it, but here's mine.
Polymarket launched Combos, a new primitive that allows traders to bundle multiple prediction market outcomes into a single position. Instead of manually building exposure across several markets, users can request a quote for the entire package and receive a price from market makers through an RFQ auction. The process briefly: - user submits request for combo - rfq sends it to market makers - market makers participate in an auction to get the best quote - user accepts or denies the quote The interesting part is that these positions are not limited to a single event. A Combo can theoretically combine outcomes across sports, politics, AI, macroeconomics, crypto, and any other category available on the platform. Market makers compete to price the probability of the combined outcome, turning collections of individual markets into entirely new tradeable instruments. This pushes prediction markets one step closer to becoming a combinatorial financial system where traders can express increasingly complex views without needing a new market to be created for every thesis. The real innovation imo is the ability to create permissionless exposure to relationships between events that previously existed only in a trader's head.
15
2
46
2,350
Polymarket whale put $400,000 worth of YES shares on France to win the World Cup If he's right he will earn ~$2.5M I can prove him wrong: If you're here to trade on your loved country, just keep going My mission is to trade pricing inefficiencies and fanatic hopium WC starts tomorrow and I’m watching this tournament through @Prophetzone It's an intelligence terminal built on Top of Polymarket: > market moves > volume & sentiment > signals behind this all Spent a While discovering Strategies Tab. For instance, South American sample would pay off 373% return with much lower risk than you'd get by trading on a single team. Same with European frontrunners sample and so on. I am not the fan, I'm here to predict and estimate fair probabilities.
Markets move before the news. We show you where. Prophet is live today. Open to everyone. The fastest and most privacy-preserving way to participate in the 2026 World Cup. prophet.zone
34
1
72
5,407
Woke up at noon to filled orders on Polymarket $1,273 in gross proceeds due to absence of Middle-East escalation This is a prime time to predict peace
Trading the middle-east peace becomes a bond By numerous reports from Iranian officials: "From this moment on, the operations of our armed forces cease, unless Israel decides to respond with military actions" the closest date on Israel airspace market resolves in 15 hours If no any military actions happen until then, this market is a def EV I genuinely believe that if Israel wanted to respond to Iranian missiles attack, it'd be already in process. 5 hours ago Israel did a ministerial meeting, no any active actions were taken. Any further dates after June 9 look less advantageous
31
1
68
4,308
Kyle the Writer retweeted
THE WAIT IS FINALLY OVER EARLY ACCESS IS NOW LIVE 🔥 A new era of Polysights is here. v1.polysights.xyz
76
42
215
30,511