docs: document conviction-profile scan + timing gate + 23 copyable sharps

README/FINDINGS/live-README now cover the repeatable find: score high-conviction
(>=$200) bets, validate forward (25/37 profitable, p=0.024), then a lead-time
gate drops uncopyable insiders -> 23 validated copyable sharps shown live on
jaxperro.com/trading.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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jaxperro
2026-06-19 09:43:27 -06:00
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@@ -165,6 +165,29 @@ copier with **missed-trade accounting** (capital tied in open positions).
the edge is only capturable by concentrating on few wallets' high-conviction
bets. The live tracker (jaxperro.com/trading) now runs exactly that config.*
## The repeatable profile: conviction bets + a timing gate (the best result)
Refining the above: instead of all bets, score wallets on their HIGH-CONVICTION
bets only — their large (>= $200) stakes. The top wallets win **70-80% of their
big bets on genuinely-uncertain (~0.4-0.6 priced) markets** — real edge, not
favorite-riding — and it persists. `live/conviction_scan.py` (train pre-June,
validate June) found **69 wallets** matching the profile; forward, **25/37 stayed
profitable (p=0.024), +11.7% pooled**. A reproducible class, not a fluke.
Then the decisive copyability filter, `live/validate_timing.py`: a near-100% win
rate is either foresight (copyable) or last-second information (uncopyable). The
tell is **entry->resolution lead time on winning conviction bets**. Of the 69,
**21 were insiders** (median lead < 6h — you can't mirror them), leaving **23
validated copyable sharps** (`watch_sharps.json`) with multi-day leads. The
standout `0x60ec1744…` held 80% win over **1,017 forward conviction bets**; even
the suspiciously-perfect `0x72e1…` (99/100% win) enters ~7 days early — a real
forecaster, not an insider. These 23 are surfaced live on jaxperro.com/trading.
*Lesson: score conviction bets, not all bets; require avg entry ~0.4-0.6 (edge,
not favorites); and gate on lead time to drop insiders. That funnel produces a
copyable, forward-validated set — the strongest evidence in this project that
followable skill exists.*
## Repo layout
- `insider.py` — the detector: z-score/p-value, timing/freshness/sizing signals,