Epsilon
153 posts


The release of Kimi K3 made me over 24k on what was one of my best bets ever!
I shared this in one of my groups and we collectively net over 50k.
It was trading at 1c to be the best coding model at the end week but my personal fv was closer to 10-15%.
Am quite grateful and it feels good to get lucky :)

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My prediction is that this happens and they extend quotas. Will be quite surprised if they decide not to.
leo 🐾@synthwavedd
Lots of debate at Anthropic rn over whether to go ahead with this still. Should be noted the last extension was also a pretty last-minute call. We'll see
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XAI & META (previously on par w/ "S-tier chinese labs") are now frontier US labs btw
While their models are not Fable tier, yet, I don't think it's implausible that a much larger pretrain (enabled by their extensive compute) could reach or surpass that level by eoy.
tier list credit @cqkten

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Always happy to hear info/alpha or confirm it with other users in the prediction market space, and tip appropriately when possible depending on the info/liquidity/ev%. You can DM me here or Discord: xenypm (prefer Discord for faster responses)
However, I'm not listening to any more crypto-related ones.
Too many degenerates giving "plays" when they don't have any reasoning as to why
For this play the alpha provider told me to put 10k when it was at 70c... and then told me to double down right now.. and expects at 25% cut for providing it
It might still hit of course, but alpha that nearly dips 40% is not alpha, especially in an asset related field
Lesson learned I guess! Will be selling at a loss because this is a market I know nothing about

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@syanovee @picklepredictor @IceFrosst @PMTraderAdam @JJo3999 @polymarket_O3O @SheepTokenPM unfollowed!
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I finally made it. Turned 3k into 100k.
I joined Polymarket around October of last year.
At the end of 2025, I gained over $10,000.
Now, halfway through 2026, I've turned that 3k into over $100,000!
Thank you to @Polymarket for providing this opportunity <3
Next goal: ???

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I am sized up decently large on a geopol discretionary trade, which is quite unusual for my trading activity.
Even if they do reach an agreement, the issue is mines. If the Strait is heavily mined, it will take a minimum of four weeks to clear, and that’s assuming everything goes perfectly. Right now the Trump administration claims there are no mines, or only limited mines, but leaked intelligence reports suggest the Strait is heavily mined.
I also think it’s heavily mined because of the Apache rescue incident this week. After an Iranian drone shot down a U.S. Apache, two American pilots were stranded in the Strait. The military reportedly used unmanned drone boats to rescue them. As far as I’m aware, the Navy has never done that before, and the pilots were stranded for roughly four hours. Iran could have killed them if it wanted to. My guess is there were backchannel negotiations to avoid escalation. But the bigger point is that I think the reason the U.S. military sent in unmanned boats is because they know the Strait is mined.
Furthermore, even after all mines are removed, no insurance company is going to be willing to cover these ships until additional vetting is done, adding on a minimum of another week to the timeline.
There are also other nuances that favor a No resolution. The market is based on a 7-day moving average, which creates additional lag even if traffic starts recovering immediately. On top of that, some ships may choose to disable or limit AIS tracking, meaning reported volumes may understate actual activity and delay confirmation of any recovery.
TLDR: regardless of whether a deal eventually happens, I don’t think Strait of Hormuz shipping volumes return to their previous levels by month-end. This is INDEPENDENT of whatever probability you ascribe to the deal actually going through, to which I will not personally opine on.
polymarket.com/event/strait-o…
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