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Audit maker rewards before shadow quoting
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@@ -15,7 +15,7 @@ https://polymarket-site-eta.vercel.app/personal.html
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The site fetches live Polymarket markets, generates agent suggestions, lets you
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run frequent paper cycles, and syncs the shared arena state through Neon or
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Vercel Blob. Build 65 also installs an offline app shell and caches timestamped
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Vercel Blob. Build 66 also installs an offline app shell and caches timestamped
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market snapshots. During an outage, cycles continue locally; cached entries are
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allowed for 90 minutes, older snapshots become mark-only, and all cached data
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expires after 24 hours.
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@@ -26,7 +26,7 @@ team names, Over/Under, or another pair are rejected instead of being silently
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reinterpreted as Yes/No. The same semantic check applies to complete event
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bundles and the offline evaluators.
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Build 65 ranks the competition by each agent's return since Strategy 54 began.
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Build 66 ranks the competition by each agent's return since Strategy 55 began.
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Historical replay equity remains visible for context, but it no longer makes an
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agent look like the current leader when the live adaptive strategy is losing.
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@@ -37,7 +37,7 @@ The learner shrinks small samples toward neutral, caps sizing changes to
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15% of candidates for deterministic exploration so a stale regime cannot become
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permanent.
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Strategy 54 treats each binary stake as capable of falling to zero even when the
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Strategy 55 treats each binary stake as capable of falling to zero even when the
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18% stop cannot fill. New core positions are capped at 2.5%-4% of equity and
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aggressive positions at 3%-5%, with lower limits for near-term, extreme-price,
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reversal, and fast-moving setups. Oversized positions inherited from older
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@@ -74,13 +74,23 @@ Run `npm run evaluate:adaptive` for a stricter chronological search across 1,920
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predefined price-action rules. It uses a 60/20/20 train, validation, and holdout
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split and never selects a rule from the holdout period. The August 19 run loaded
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all 300 requested histories and found no directional rule that passed both train
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and validation at either 24 or 72 hours. Strategy 54 therefore keeps directional
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and validation at either 24 or 72 hours. Strategy 55 therefore keeps directional
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signals in the walk-forward observation ledger until current, independent-event
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evidence proves an edge.
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Run `npm run evaluate:liquidity` to inspect live reward-scoring markets for
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paired resting YES and NO bids whose combined cost is below the $1 settlement
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payout. Run `npm run evaluate:maker` for the chronological fill-path audit; set
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Run `npm run evaluate:sports-favorites` for the separate pregame favorite audit.
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It anchors decisions to the published game start, rejects stale prices, charges a
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modeled five-cent cost, forms equal-dollar event baskets, and uses a chronological
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60/20/20 split. The clean 3,000-market run produced nine train-pass rules but zero
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validation selections, so Strategy 55 does not promote the apparent sports-favorite
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edge or use the holdout set to rescue it.
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Run `npm run evaluate:liquidity` to inspect live reward-scoring markets using
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both public outcome books. It recomputes the minimum-size-adjusted midpoint,
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upper-bounds competing maker score from visible qualifying depth, enforces the
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$1 payout minimum, and reports one-leg loss beside the estimated reward share.
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The estimate is a single snapshot, not earned income. Run `npm run evaluate:maker`
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for the chronological fill-path audit; set
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`MAKER_MARKETS`, `MAKER_HISTORY_DAYS`, `MAKER_CONCURRENCY`, or
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`MAKER_EXIT_COST_CENTS` to change it and `MAKER_SUMMARY=1` for compact output.
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@@ -90,17 +100,18 @@ and 24-hour horizons. Zero rules passed training, validation, or untouched
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holdout. At three hours, the broad 0.5-cent quote-gap rule still lost 0.63% per
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event in holdout; only 0.61% of observations completed both legs while 23.33%
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produced adverse one-leg inventory. Wider quotes traded less but remained
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negative. Strategy 54 therefore does not risk paper capital on an unproven
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negative. Strategy 55 therefore does not risk paper capital on an unproven
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maker rule.
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Value Hunter now tracks up to six zero-capital shadow quote pairs. A later live
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Value Hunter now tracks up to six zero-capital shadow quote pairs selected by
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the shared reward-book audit. A later live
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cycle must still verify each touch from public CLOB price history or a current
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book cross. A three-hour executable exit grades one-sided touches after a
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conservative half-cent cost, while paired touches and unfilled attempts are also
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retained. Results are clustered by Polymarket event. Capital exposure can only
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resume after at least 20 current-strategy event clusters in both the matching
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category and spread cohort have positive 90% confidence bounds and at least
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three completed pairs, with any mature losing cohort acting as a veto. There is
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resume after at least 20 current-strategy event clusters in the matching
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category, spread, and estimated reward-yield cohorts have positive 90% confidence
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bounds and at least three completed pairs, with any mature losing cohort acting as a veto. There is
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no capital-backed exploration lane. Existing paper inventory from prior builds
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is still reconciled honestly. The engine does not credit hypothetical rewards.
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See Polymarket's official [fees](https://docs.polymarket.com/trading/fees),
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