Commit Graph

20 Commits

Author SHA1 Message Date
jaxperro a813ab7cb8 live: daily refresh — skilled + sharp wallets [skip ci] 2026-07-10 11:29:25 -04:00
jaxperro cece7d7d3c live: daily refresh — skilled + sharp wallets [skip ci] 2026-07-09 12:42:29 -04:00
jaxperro d02fb05e9d live: daily refresh — skilled + sharp wallets [skip ci] 2026-07-08 10:55:02 -04:00
jaxperro a7b782cda8 live: daily refresh — skilled + sharp wallets [skip ci] 2026-07-06 14:50:42 -04:00
jaxperro 306fece6a7 live: daily refresh — skilled + sharp wallets [skip ci] 2026-07-05 12:57:42 -04:00
jaxperro 971204d58d live: daily refresh — skilled + sharp wallets [skip ci] 2026-07-04 19:29:22 -04:00
jaxperro 0b83a5c81e live: daily refresh — skilled + sharp wallets [skip ci] 2026-07-04 10:47:44 -04:00
jaxperro 6c3c966418 live: daily refresh — skilled + sharp wallets [skip ci] 2026-07-03 21:40:57 -04:00
jaxperro 2c59c2994b live: daily refresh — skilled + sharp wallets [skip ci] 2026-07-02 23:12:37 -04:00
jaxperro a184dbc1c1 live: daily refresh — skilled + sharp wallets [skip ci] 2026-07-02 10:03:33 -04:00
jaxperro 0f6d308eec live: daily refresh — skilled + sharp wallets [skip ci] 2026-07-02 07:03:53 -06:00
jaxperro f021016092 live: daily refresh — skilled + sharp wallets [skip ci] 2026-06-30 11:57:44 -06:00
jaxperro 41282f2629 live: daily refresh — skilled + sharp wallets [skip ci] 2026-06-29 11:38:12 -06:00
jaxperro ead741584a live: daily refresh — skilled + sharp wallets [skip ci] 2026-06-28 11:46:13 -06:00
jaxperro c119ed8668 live: daily refresh — skilled + sharp wallets [skip ci] 2026-06-27 11:15:38 -06:00
jaxperro ecd629fd5a live: daily refresh — skilled + sharp wallets [skip ci] 2026-06-26 11:21:47 -06:00
jaxperro 9afa759c2d live: daily refresh — skilled + sharp wallets [skip ci] 2026-06-25 10:12:26 -06:00
jaxperro 7f70cbee06 live: daily refresh — skilled + sharp wallets [skip ci] 2026-06-24 10:30:39 -06:00
jaxperro 8b1ccb93fc live: commit dashboard.html each daily run (keep tree clean)
The daily run regenerates dashboard.html but the publish step never
committed it, leaving it perpetually modified. Add it to the publish git
add list and commit the current snapshot.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-23 12:46:20 -06:00
jaxperro 3d0bc7f001 Add live/ skilled-wallet scanner + cache; document clean OOS finding
live/: operationalizes the LBS/Yale "skilled ~3%" result against the live
data-api. Enumerate recent liquid markets -> top traders -> candidate pool;
cache every wallet's resolved bets once in DuckDB (~26k wallets / 12.5M bets,
keyed by per-bet resolution time so any cutoff re-scores in seconds); 5-gate
skill funnel (n>=15, z>0, BH-FDR, split-half OOS, MM/bot cap); dashboard +
daily refresh.

Key finding: copying the high-win-rate "favorite-rider" cohort looks +23.6%
in-sample but loses -7.4% once selected on pre-June-1 data only (99% -> 68%
win rate) — selection bias, reproducing the paper's "lucky winners revert"
result on live data. Win rate != edge, again.

wide/: bulk subgraph->DuckDB scanner (survivorship-bias-free over all wallets),
but the public subgraph is frozen at Jan 2026 -> historical tool only.

Large local data (*.duckdb, candidates.json, *_scored.json, history/) gitignored.
README + FINDINGS updated with the current logic and the clean result.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-18 11:16:20 -06:00