Semper
14.7K posts

Semper
@sempertrades
U.S. Marine 🇺🇸 Proud dad 👨🏻 Predicting the future on prediction markets like Kalshi. Mainly trading $BTC Hourlies and mention markets

MUST-WATCH: Inside the mind of the world's #1 Polymarket (@Polymarket) trader Domer (@Domahhhh) made $3M+ trading on Polymarket. He called the JD Vance VP pick & won $100K. Bloomberg & CBS covered his trades. This is the most transparent breakdown of how elite prediction markets traders find edge. We cover: - How edge really appears in prediction markets vs traditional investing - Why Trump vs Kamala was fundamentally unpriceable & how pros trade uncertainty - Why most prediction market prices are wrong & how traders find the ones that matter - The Middle East ceasefire trade & how near-misses burn the crowd - Getting burned in 2016 & 2024 on the US elections: confirmation bias & sizing mistakes at the top - Kelly sizing when your "edge" is just a guess with error bars - The French Whale: $50M on Trump using neighbor polling - Why elite traders rarely hold bets to settlement - Why prediction markets often have less noise than equities - Betting on tragedy & the incentive problems no one wants to discuss Thanks so much for coming on the pod @Domahhhh Highlights: 00:00 Intro 00:37: How Edge Works in Prediction Markets 01:30: How to Evaluate a Plus-EV Bet 03:53: Micro Events vs Headline Market Edge 04:44: Determining What Is Priced In 06:00: Short-Term Trading vs Holding to Resolution 08:24: Synthesizing News for Unique Events 10:16: Mean Reversion vs Momentum in Markets 11:23: Identifying Underreaction to New Information 14:26: Learning from Opposing Market Participants 16:00: Avoiding Confirmation Bias as a Trader 18:03: Losing Trades Caused by Confirmation Bias 21:23: Evaluating Bet Quality in Hindsight 25:46: Polling Errors and Market Pricing Lessons 28:34: Position Sizing in Prediction Markets 29:35: Sizing Bets Under Uncertainty 31:58: Why Prediction Markets Are Hard to Price 32:30: From Poker to Event Trading 35:16: Poker Skills That Transfer to Trading 38:23: Prediction Markets vs Equities Trading 42:24: Why Prediction Markets Have Less Noise 43:17: The French Whale and Market Distortion 48:35: Skill vs Luck in Large Bets 51:07: Ethics of Betting on Real-World Events 55:45: Are Prediction Markets Good for Society? 57:15: Incentive Risks and Market Influence 1:00:12: Regulation and the Future of Prediction Markets

Kalshi had a big win in NJ appellate court; all this court stuff matters in the near term for whether prediction markets can keep operating until big inevitable Supreme Court showdown courtlistener.com/docket/7031734…


The Third Circuit ruled in Kalshi’s favor. People use prediction markets because they’re more fair, transparent, and reward being right. Free markets work. We should keep them that way. This is a big win for the industry and millions of users.

It’s not even 9:30 am and the briefing room aisles are full of reporters (many from foreign outlets) staking out their spots for the 1pm briefing with President Donald Trump.





















