a Citadel intern told me something at a party he probably shouldn't have
it was on a rooftop in brooklyn. i mentioned i trade prediction markets. he got quiet for a second.
"we have a model for that. it scores every contract on four factors. when all four align we enter. when any breaks we exit. that's it"
i asked what the four factors are.
he looked around. then said it fast like he was confessing.
"cross-market divergence. disposition coefficient. capital velocity. pair network correlation"
I didn't know what half of that meant. but i memorized it.
went home. 11pm. opened Claude.
"here are four scoring factors from a quant fund. build a terminal that runs all four on prediction markets"
Claude asked one question: "Where's the data?"
I sent him one repo: https://t.co/bDfn7TyVhG
86 million trades. every wallet. every entry. every outcome
three weeks later i'm sitting in my apartment watching a screen i barely understand print money.
the disposition meter alone changed everything. it measures how you exit - not how you enter.
top wallets capture 86% of winner value and cut losers at 12%.
everyone else captures 58% and holds losers to 41%.
same exact entries. the exits make it a completely different game.
capital velocity: 49x. every dollar gets recycled 49 times before the average trader recycles once.
the terminal found 42 pair correlations across 11 markets. when MSFT beats Q3 is priced at 80c but the model reads 93% - it enters. when the gap closes 2 hours later - it exits.
no opinions. no news. just four numbers that either align or don't.
his fund runs this with a floor of PhDs and $800M AUM.
my setup:
> Claude - $20/month
> VPS - $5/month
> poly_data repo - free
> Polymarket API - free
$25/month. no team. no office. no Bloomberg.
280 trades so far. 70% win rate. $800 seed.
four bots splitting the work:
pulse_alpha +$299.
arb_hunter +$558.
trend_rider +$337.
cal_engine +$719.
+$11,514 total.
copytrade here: https://t.co/PTZuvewZE6
he texted me last week.
"delete everything i told you"
too late.
“There’s something wonderful about drinking in the afternoon. A not-too-cold pint, absolutely alone at the bar – even in this fake-ass Irish pub.”
— Anthony Bourdain
🟨⬛️🔲 Se me Piano un lagrimón desde Austria 🇦🇹 Me lo paso un amigo, Juncal y Callao CABA el paso de los granaderos escolta presidencial, luego de la apertura de las sesiones ordinarias realizadas por el presidente Javier Milei en el congreso. AFDM Argentina faro del mundo.