Remove emotion-driven agent sizing

This commit is contained in:
Theodore Song
2026-08-19 15:58:47 -04:00
parent ff337588be
commit b8415dc750
5 changed files with 261 additions and 14 deletions
+21 -5
View File
@@ -15,7 +15,7 @@ https://polymarket-site-eta.vercel.app/personal.html
The site fetches live Polymarket markets, generates agent suggestions, lets you
run frequent paper cycles, and syncs the shared arena state through Neon or
Vercel Blob. Build 66 also installs an offline app shell and caches timestamped
Vercel Blob. Build 67 also installs an offline app shell and caches timestamped
market snapshots. During an outage, cycles continue locally; cached entries are
allowed for 90 minutes, older snapshots become mark-only, and all cached data
expires after 24 hours.
@@ -26,7 +26,7 @@ team names, Over/Under, or another pair are rejected instead of being silently
reinterpreted as Yes/No. The same semantic check applies to complete event
bundles and the offline evaluators.
Build 66 ranks the competition by each agent's return since Strategy 55 began.
Build 67 ranks the competition by each agent's return since Strategy 56 began.
Historical replay equity remains visible for context, but it no longer makes an
agent look like the current leader when the live adaptive strategy is losing.
@@ -37,7 +37,7 @@ The learner shrinks small samples toward neutral, caps sizing changes to
15% of candidates for deterministic exploration so a stale regime cannot become
permanent.
Strategy 55 treats each binary stake as capable of falling to zero even when the
Strategy 56 treats each binary stake as capable of falling to zero even when the
18% stop cannot fill. New core positions are capped at 2.5%-4% of equity and
aggressive positions at 3%-5%, with lower limits for near-term, extreme-price,
reversal, and fast-moving setups. Oversized positions inherited from older
@@ -82,9 +82,25 @@ Run `npm run evaluate:sports-favorites` for the separate pregame favorite audit.
It anchors decisions to the published game start, rejects stale prices, charges a
modeled five-cent cost, forms equal-dollar event baskets, and uses a chronological
60/20/20 split. The clean 3,000-market run produced nine train-pass rules but zero
validation selections, so Strategy 55 does not promote the apparent sports-favorite
validation selections, so Strategy 56 does not promote the apparent sports-favorite
edge or use the holdout set to rescue it.
Run `npm run evaluate:settlement-calibration` for the stricter settlement-bias
search across up to 5,000 resolved markets. It uses a 60/20/20 chronological
split, a one-market-per-event limit, 95% event-clustered confidence bounds, four
stability windows, a 24-hour market-age minimum, and a recent non-flat price
history requirement. Before those activity and overlap controls, four sports
rules appeared to pass holdout because correlated props shared one event and
some histories contained inactive default prices. After correction, 11 of
1,400 rules passed training and zero passed validation. Strategy 56 therefore
does not install a static side, category, price-band, or settlement-horizon bet.
Strategy 56 also removes the last emotion-driven sizing path. Agent mood and
leaderboard urgency remain visible in reports, but neither can increase capital.
A positive peer signal receives at most a 5% sizing lift, and only when both the
agent's realized-trade cohort and the independent walk-forward market cohort are
already promoted. One learner, popularity, or urgency alone leaves size at 1.00x.
Run `npm run evaluate:liquidity` to inspect live reward-scoring markets using
both public outcome books. It recomputes the minimum-size-adjusted midpoint,
upper-bounds competing maker score from visible qualifying depth, enforces the
@@ -100,7 +116,7 @@ and 24-hour horizons. Zero rules passed training, validation, or untouched
holdout. At three hours, the broad 0.5-cent quote-gap rule still lost 0.63% per
event in holdout; only 0.61% of observations completed both legs while 23.33%
produced adverse one-leg inventory. Wider quotes traded less but remained
negative. Strategy 55 therefore does not risk paper capital on an unproven
negative. Strategy 56 therefore does not risk paper capital on an unproven
maker rule.
Value Hunter now tracks up to six zero-capital shadow quote pairs selected by