05/10 – 12/10 WEEKLY RECAP 🔥
Great week on Polymarket with plenty of action. It started with my biggest loss ever in the ceasefire markets, but I managed to grind it back and closed the week +12k
🏆 Biggest Wins
1) Monad Airdrop – When Monad tweeted the “Claim” date I set up some walls and picked up ~45k NO at 30c. I've already sold everything on the way up and the market is now at 85c. Pretty clear some insiders have been trading it.
2) Nobel Prize – Held ~70k NO on Trump. Hard to believe he was even in contention given Greenland, drug boat strikes, trade war, etc. Price pumped to 5c after the Gaza ceasefire, but it was already too late. Maybe next year! 🎯I also tailed the "insider" on María but wasn't confident enough to size up.
3) Israel Ceasefire Announcement – Saw Bibi’s post and recognized it could qualify as an “announcement” (same precedent from earlier this year). Scooped up some shares and Polymarket later clarified his post was indeed sufficient.
💀 Biggest Losses
1) Ceasefire by Oct 31 - Honestly shouldn’t have sized up that much. Thought media optimism was exaggerated and both sides would hold firm after failed talks earlier this year. Didn’t factor in how far Trump’s and Qatar’s pressure would push things this round, and it ended up being my second-biggest single hit 📉
2) Ceasefire by Oct 10 – Was trading in and out but got too locked into my NO thesis. When news broke I overexposed myself and wasn’t quick enough to unload everything.
⭐ Honorable Mention
1) 8M+ Hyperliquid Fees – This market isn’t finished yet and I currently hold 10k YES. It’s pretty clear HL made well over 8M in fees during the flash crash, but DefiLlama’s code seems to be bugged and is showing wrong data. Their team is aware and should fix it tomorrow.