by Arrow-Debreu there are really only 17(ish) outcomes that matter when you bet a world cup game. layer a double-poisson on top and the whole thing collapses into a two-parameter math problem.
then, inspired by @insidersdotbot and for the lovely love of the game, i wrote poly-bet-plan for myself: a layer on top of the engine that distills the aggregate smart-wallet signal into one book โ and hands you a straight plan to bet $100.
Try it out here:
https://t.co/TAliqsddAP
poly-state-scan is the engine underneath. every bundle market โ moneyline, totals, spreads, BTTS โ is just a basket of those 17 states, so it prices them all by replication straight off the exact-score grid.
run it standalone and you get the score distribution the market actually believes.
it also gives you the cleanest read on a smart wallet: MM flow or directional bet, and how its PnL swings across the 17 states.
the median polymarket trader is down money.
I tore apart the biggest wallets on the platform โ $2M, $1M books โ and none of them are predicting anything.
They're running a book.
wrote up the whole machine: the order book, the oracle, the arb, the wallets.
been farming https://t.co/n8qwgzZMVA's $2M world cup comp delta-neutral. zero directional risk. Up 2k risk-free and scaling soon.
the math actually works, here's how
fan points need you holding a position at kickoff AND at settlement. so i hold it on https://t.co/n8qwgzZMVA, hold the exact opposite on polymarket.
one leg wins, one loses, i net ~flat and keep the points + airdrop weight
costs (taker both sides):
https://t.co/n8qwgzZMVA ~0.2% โ backed it out of defillama, taker-only, and your collateral earns yield while it sits
polymarket sports 0.75%
the cross-book gap is the real tax, call it 1-3% all in ~1.5-4% a match
only hedge markets with a real twin + identical settlement. over/under goals, outright, "to advance." that's the whole list. exact score, corners, first scorer โ no hedge exists, so you're just gambling. (every "sports trader" in my replies is doing this and wondering why they're down)
knockout rounds will get you. "90-min result" and "to advance" are NOT the same market. match the settlement rules or your hedge leaks directional risk you didn't sign up for
bottom line: i've zeroed the outcome risk. it's +EV the moment the airdrop is worth more than ~2-3% per position. cz/yzi backing, no token yet, window's still open. run your own numbers before you ape