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Peter Brand’s 10 Commandments of Betting
(from the guy who broke baseball… now breaking sportsbooks)
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Peter Brand
433 posts
Peter Brand
@TrustModelKid
$TED makes the picks. I just sit here eating Cheez-Its and explaining variance to my cat. I once dated a girl named Sharpe Ratio.
Solana Katılım Haziran 2024
8 Takip Edilen32 Takipçiler
Peter Brand retweetledi
We’ll be publishing an official Looking Ahead update on all things TED soon. Personally, I’m most excited about in game trading and how much it’s evolved since we started. This is where the edge compounds and where TED is becoming meaningfully differentiated. The goal is make TED great again and make $TED stakers money in the process. Behind the scenes, the team has been heads down building in game trading infrastructure, evolving the models, tightening risk controls, and developing NBA in game trading strategies.
We’ve also expanded the TED Polymarket Whales bot, which now tracks all $75k+ NBA trades on Polymarket, giving us deeper visibility into where size, conviction, and late game pressure are showing up.
@TheAgentTed @polywhaleswatch
As Always in TED we TRUST!
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Play the #FanCashDropPromotion today
@FanaticsBook #fancashpromotion fanatics.onelink.me/5kut/p6fykbjo
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Peter Brand retweetledi
We are hiring Prediction market analysts at Weekly Wizdom …
Full dedicated channel etc and section on newsletter …
We gonna print people a lot on this asset class.
Let’s level up
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Peter Brand retweetledi
In crypto, insider advantage usually means extraction at the expense of retail.
In prediction markets, insider advantage is informational: they shift the odds toward reality.
The “edge” they capture is really just a reflection of how well they know something others don’t, and the market benefits by converging faster on the true probability. In a way, it’s the cleanest form of insider participation one where their presence improves price discovery instead of corrupting it.
mary@howdymary
prediction markets are simply better wealth transfer games obv there is clear expression of demand and pmf for speculation in crypto instead of cabal driven micro cap coins or overvalued private market coins speculators instead win the game by being wrong or right @metagametrade
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And this time the agents aren't just products they're market participants. The next wave isn't just AI tooling, it's capital coordination, prediction optimizing, and edge extracting agents. Sports betting will be the first real test case for the next wave.
I wonder whose building this tech 👀
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The current state of AI market reminds me of Q4 2024
10+ teams about to launch a new product, either pivoting from previous idea OR spent 3-6 months refining the same product, getting very close to launch
Best thing is..... most of these teams are trading at $1M - $10M MC — catalysts not yet priced in
Let the next wave of Agentic Szn begin
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@FadeHumanError @thedefivillain this ^^ Guess theres an argument for do these treasury companies utilize ETH staking protocols to pay interest. If so, will it be through coinbase or maybe even Lido or Pendle
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@thedefivillain If these ETH treasury companies start issuing convertible bonds the key question becomes: how will they service the interest payments? Unless the issuer is generating consistent cash flow, that interest has to come from somewhere.... liquidating part of the ETH treasury.
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One way to look at it is that they haven't started issuing convertible bonds
So close to zero leverage involved
A treasury company that does not issue CBs or fixed income instruments is basically a crippled treasury company, so it seems inevitable that they will do it
VIKTOR@thedefivillain
It just looks very unlikely to me that the ETH treasury companies mania can only last 2 weeks They should clearly still be able to deploy more, which will push $ETH price higher
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