soylicy~

𒐪 exit liquidity? maybe. 𒐪

[soylicy~ @soylicy]

@DaoMariowhales ELUN and BURNIE showing strong follow through

[MARIO DAO (🍄,🧠) @DaoMariowhales]

🍄Weekly trenches results🍄

$PH 153.6K ↠ 3.1M Δ 20x
$MILKERS 97.5K ↠ 1.8M Δ 18x
$ELUN 64.6K ↠ 1.1M Δ 17x
$BURNIE 450.1K ↠ 7.6M Δ 17x
$ARTEMISII 88.4K ↠ 1.1M Δ 12x
$RPU 167.5K ↠ 1.6M Δ 10x
$DRIPWARTS 43.3K ↠ 418.6K Δ 10x

More -> https://t.co/j4e25D1tDV

[MARIO DAO (🍄,🧠) @DaoMariowhales]

🍄We're back with our favorite part of the past month and excited to share our wins with you

SOL Trenches:

$ZEN 181.8K ↠ 15.7M Δ 86x
$MINDVOID 65.6K ↠ 3.3M Δ 50x
$ABCDEFG 60.4K ↠ 2.5M Δ 42x
$CAPTCHA 187.0K ↠ 7.8M Δ 41x
$WHITEHOUSE 133.5K ↠ 4.8M Δ 36x
$MEI 168.9K ↠ 5.9M Δ 35x
#唐子兵法 159.9K ↠ 5.4M Δ 34x
$SMITH 39.6K ↠ 1.3M Δ 33x
$PEDGY 94.2K ↠ 2.7M Δ 28x
$NAKAMA 239.0K ↠ 6.8M Δ 28x

Polymarket:

1. IRAN - REGIME RISK SPIKING

Tensions around Iran escalated sharply following reported strikes involving United States and Israel.

Market reaction was immediate and aggressive:

• Polymarket odds of regime collapse surged within hours
• Volatility expanded rapidly as narratives accelerated across global markets

Key insight:
The market is no longer treating regime instability as a long-term tail risk - it is now pricing a real probability of structural breakdown within months.

2. OIL - PARABOLIC MOVE IN PLAY

Oil markets reacted instantly to Middle East escalation, with a clear supply shock narrative forming.

Core risk driver:

• Strait of Hormuz - ~20% of global oil supply flows through it

Additional pressure points:

• Strikes near UAE infrastructure (Dubai / Fujairah)
• Threats of full strait closure
• Early force majeure signals from Saudi & Kuwaiti flows

Price action:

• Brent / WTI: +7-10% in days
• Market pricing ~89% probability of $100+ oil

Scenario framework:

• $100 → near certainty
• $105 → high probability
• $110 → strong upside
• $120 → tail scenario

Example trades:

• $105 @ 82¢ → +22%
• $110 @ 62¢ → +61%

Takeaway:
This is a textbook geopolitical supply shock trade - momentum, narrative, and positioning are fully aligned.

3. SUCCESSION BET - POWER SHIFT INSIDE IRAN

Attention rapidly shifted toward leadership transition scenarios.

Mojtaba Khamenei emerged as the dominant successor narrative:

• Odds moved from 15% → 60% overnight

Trade example:

• $1,000 → ~$1,600
• Profit: +$600

Takeaway:
In unstable regimes, markets tend to converge quickly on a single dominant successor, creating high-confidence narrative trades.

4. PREDICTION MARKETS - EDGE & EXECUTION

Recent trades highlight the edge in fast-moving narrative markets:

• Michael B. Jordan - correctly predicted as Best Actor (Oscars 2026)

• Profit: +89.7%

• edgeX FDV strategy:

• $500M+ market → entry at £51
• $600M+ market → entry at £25
• Combined profit: $60,000+

• Geopolitical trades (ceasefire scenarios):

• March 31 → +$3,500
• April 15 → +$2,300
• April 30 → +$22,000

Macro driver:
Events linked to Donald Trump contributed to +15% portfolio gain in 3 days.

I’m still “practicing” with Polymarket recap formats, and many Polymarket events can take months to fully resolve. So think of this as a test version that will get more refined with time.

NFTs:

@cc0_mon (Supply: 9,999)
Mint Price - WL - FREE ; Public - 0.0025 ETH (~$5)
ATH floor price - 0.0063 ETH (~$13)
Top sale - 0.12 ETH (~$245)

@GlobeGenesis (Supply: 2,222)
Mint Price - WL - FREE ; Public - 1 ETH (~$2,000)
ATH floor price - 0.0059 ETH (~$12)
Top sale - 0.0589 ETH (~$121)

@PenguishETH (Supply: 1,444)
Mint Price - FREE
ATH floor price - 0.0702 ETH (~$146)
Top sale - 0.15 ETH (~$317)

@nekromancerss (Supply: 3,333)
Mint Price - FREE
ATH floor price - 0.0021 ETH (~$5)
Top sale - 0.03 ETH (~$64)

@tatsu_nyc (Supply: 200)
Mint Price - FREE
ATH floor price - 0.299 ETH (~$643)
Top sale - 1.1 ETH (~$2,380)

@cmai_agent (Supply: 1,669)
Mint Price - FREE
ATH floor price - 0.0079 ETH (~$17)
Top sale - 0.05 ETH (~$104)

Also, don’t sleep on the retrodrops & retro-chat threads on our server there’s always something to dig into over there.

I won't describe each project separately, I just want to remind you about this wonderful branch of our server.

If you need to find something related to a particular project, feel free to visit and take a look, because we have repeatedly received positive feedback from participants who found information about projects they were interested in.

I would also like to remind you to share information and your thoughts in the retrodrops thread.

Most of our wins you can check in ⁠our server

Join -> https://t.co/j4e25D1tDV

[soylicy~ @soylicy]

@DaoMariowhales These are pure information speed trades

[soylicy~ @soylicy]

@DaoMariowhales This is a once in a decade type event

[MARIO DAO (🍄,🧠) @DaoMariowhales]

SpaceX is actively preparing for an IPO, slated for June 2026 or the second half of the year.

The company aims to raise $50–75 billion (some sources say even higher).
The current pre-IPO valuation is $1.5–1.75 trillion (after the merger with xAI and the growth of Starlink).

This will be the largest IPO in history, easily surpassing Saudi Aramco ($29 billion).

Our prediction for the market:

The most likely range is $50–75 billion.

https://t.co/mfcEdQvWR1

Why:

Large-scale plans for Starship, Starlink, a lunar base, and space data centers require massive capital.
The valuation has already reached $1.5T+, so even a small percentage of shares would yield a huge raise.

Musk and his team clearly want to accumulate as much "dry powder" as possible for the next stages.

The market is currently undervaluing the upper bins. If SpaceX truly comes up with an ambitious plan, $60–75 billion looks very realistic.

[soylicy~ @soylicy]

@Fortnite @Leven2k https://t.co/W23R5gR5y3

[MARIO DAO (🍄,🧠) @DaoMariowhales]

CrewAI is currently one of the most powerful tools available for turning Claude/GPT into a team of AI agents.

I fully explored the repository (47k+ stars) and realized: this isn't just "another agent." It's a full-fledged framework for creating autonomous teams of multiple AIs.

What is CrewAI essentially?

You create a "Crew" in which each agent has:

> Role and backstory
> Specific tasks
> Access to tools (web search, code, API, files, etc.)

Agents work together: one researches, the second analyzes, the third criticizes, and the fourth makes a decision and executes.

Supports sequential and hierarchical modes (there is a "manager" who delegates tasks).

How is this really useful?
In everyday life and business:

> A fully-fledged AI team for content (researcher → writer → editor → publisher)
> Automated analysis of markets, competitors, and trends
> Personal researcher + assistant
> Automated customer support, lead generation, and reporting

Polymarket AI Desk

Agents:

> News agent → scans events
> Data agent → tracks odds + volume
> Analyst → compares reality vs price
> Risk agent → calculates position
> Trader → outputs action

Why is this so cool right now?

> Works with Claude, GPT, Grok, Ollama, and any local models
> Very simple syntax (YAML + Python)
> Ready-made examples for stock analysis, research, and trading
> Polymarket API and Agents framework can be connected

https://t.co/eiTx5Op4mc

more alpha/tools = https://t.co/ojv1dCV9hz

After studying CrewAI, I can already see how we can create a fully-fledged https://t.co/KMELBLrGup Research Crew that will find edges faster than 99% of traders.

[soylicy~ @soylicy]

@DaoMariowhales content pipelines with agents will save insane time

[MARIO DAO (🍄,🧠) @DaoMariowhales]

We've built a real "terminal-combine" for Polymarket.

Now, instead of manually trawling through news and markets, I have one system that does everything automatically:

Finds promising markets
Draws fresh context from the internet and Twitter
Builds a knowledge graph directly in Obsidian
Tracks top traders in real time
Provides a verdict: FOLLOW / COPY / SKIP

What it looks like:
On the left are agent parameters and distribution by category (politics, crypto, macro, sports).

In the center are P&L curves for different market types.
On the right is a list of live whales with their win rate, PNL, and AI decision (copy or skip).

Click "Graph View" and see how news, threads, and your notes are automatically linked to markets.

Why is this necessary?
Polymarket's winners aren't those who "guess" right, but those who gather information the fastest, connect it, and avoid bad trades.
This combine does just that, 24/7.

The results are already noticeable: stable edges thanks to speed and filtering.

No "feelings" – only transparent reasoning for each bet.
If you're interested, I can show you the Graph View and the "Tracked Traders" block separately so you can understand how the AI ​​makes decisions.

We will gradually implement this into our Bot in Discord: https://t.co/ojv1dCV9hz

[soylicy~ @soylicy]

@DaoMariowhales tracking whales in real time changes the game

[soylicy~ @soylicy]

@DaoMariowhales lowercase white911 momentum looked unstoppable for days

[MARIO DAO (🍄,🧠) @DaoMariowhales]

Weekly trenches results

$SMITH 39.6K ↠ 1.3M Δ 33x
$SHEEP 72.9K ↠ 1.8M Δ 25x
#TRUMP2 12.9M ↠ 218.5M Δ 17x
$EARS 472.4K ↠ 6.7M Δ 14x
$UNDEFEATED 74.6K ↠ 1.0M Δ 14x
$DFM 398.9K ↠ 4.4M Δ 11x
$ALONE 10.8K ↠ 110.8K Δ 10x
$PUMPIF 75.2K ↠ 746.7K Δ 10x
#WHITE911 150.1K ↠ 1.1M Δ 8x
$TRUMPTHUG 19.7M ↠ 149.0M Δ 8x

More - https://t.co/j4e25D1tDV

[MARIO DAO (🍄,🧠) @DaoMariowhales]

We developed a mathematical agent on Polymarket that has already earned $2,847 in 9 days

We built it using LMSR + Bayesian updating + Expected Value + fractional Kelly

Here's how it works:

The main formulas that the agent calculates in real time:

1. LMSR Cost Function (how Polymarket calculates price)

2. Instant Price (outcome probability)

3. Bayesian Update (updating the probability after new data):

4. Expected Value (is it worth entering):

5. Fractional Kelly (position size) - the agent never uses full Kelly in short markets.

What an agent does every day:

1. Scans news on Iran, oil, and Trump in 5-10 seconds

2. Compares the actual probability (Bayesian) with the current price on Polymarket

3. When it finds an edge of >9–12%, it automatically calculates the optimal bet size using fractional Kelly.

Real results in 9 days (starting at $1,200):

Day 3: +$341 (oil after strikes)
Day 6: +$912 (Iran regime)
Day 8: +$1,594 (strait closure)
Total: +$2,847 (+237% increase)

The agent is currently looking at two of the most interesting markets with good margins:

https://t.co/empvAK2dIH - Yes 70% (the agent sees a real probability of 83%)

https://t.co/oe8O1FBMBD - Yes 88% (the agent thinks 93–94%)

Agents will soon appear on our Discord - https://t.co/ojv1dCV9hz

You can try them out later in test mode. We'll tell you and show you how to launch the same agent in 15 minutes.

[soylicy~ @soylicy]

@DaoMariowhales @Polymarket lowercase lmsr understanding alone gives massive advantage

[MARIO DAO (🍄,🧠) @DaoMariowhales]

Gold by the end of June 2026: Why it's worth buying the 4600–6200+ range at 85¢ and waiting for stability

Gold is currently at a historic high pumped by inflation (CPI +4.1%), geopolitics (Iran strikes, Taiwan risks), and a weak dollar.

But a correction is ahead: Trump plans to replace the Fed chair (Powell out, a new hawkish like Kashkari), which will strengthen the dollar and collapse precious metals

Market on Polymarket:
Gold price settle by June 2026 (GC futures)
https://t.co/XAetUE0Msm

Our prediction: Gold will stabilize at $5,600–$6,200+ by June. Trump's aggressive policies (tariffs, sanctions) will fuel demand, but a Fed correction and dollar rally will balance it out. Don't expect $6,200+ that's overoptimism.

This is a long-term market the price will be +/- the same as now.

early alpha of the polymarket - https://t.co/ojv1dCVH77

[soylicy~ @soylicy]

@DaoMariowhales inflation trends suggest gold stays elevated but not explosive

[soylicy~ @soylicy]

@armaniferrante @Backpack yoo fam^^ what do u think about $SOL?