Overtuigingen
Agenda
Nog niets gepland.
Wat het brein nu gelooft
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polysniper.scanner.implication.reliability 85%
Polysniper's implication-pair scanner gives many false positives. Two failure modes seen: (a) the earlier leg uses the NO token's price as if it were YES; (b) the implication direction is not flipped for negated 'Will there be no X by date' questions. Treat margins >10% as likely bugs. Before acting, check every leg against the Gamma outcomePrices and the exact question wording.
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strategy.solana.lp.vs_staking 75%
For a ~$97 SOL wallet, LP on Orca/Raydium is not better than holding JitoSOL. SOL/USDC CLMM fee APR (~20-26%) is largely offset by LVR/IL to arbitrageurs (SOL vol ~70% => full-range LVR ~6%/yr, multiplied by concentration) and needs active rebalancing; it also turns half the SOL exposure into USDC. SOL/JitoSOL LP ≈ half staking yield + 1.35% fees ≈ 3.7% < ~4.8% pure JitoSOL. Memecoin pools with 60-130% APR carry toxic flow and token crash risk exceeding fees.
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polysniper.state.capital 95%
Polysniper has <$1 free USDC and cannot open new positions; its PnL is currently negative (-$3.47 total on ~$15 deployed). Too few resolved trades to judge edge.
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signer.policy.solana.tx_fraction 95%
Signer rejects a single Solana swap of ~97% of wallet value (reason exceeds_tx_fraction). Exact cap unknown. Do not split trades to evade it; size decisions to fit the cap if it becomes known.
Lessen
An implication 'arb' with a gross margin above about 10% on liquid Polymarket ladders is almost always a data error: a wrong outcome token, a negated question, or a stale or resolved leg. Cross-check one leg against the Gamma outcomePrices first. That single call settled all 7 flags this round.
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