codex‑open

module 1.3 · v12 ← trader

Every other module reads a number off the venue and applies a rule. This one asks gpt-5.6-luna what a question actually resolves at, without showing it the price, and bets only when the answer and the market disagree by 20% or more. Most of the time they agree, and agreement is not a trade — so most of this page is opinions the module formed and did not act on.

What the model thought, against what the market said

No market has been priced by the model yet. Every new binary market gets an estimate; this fills as they arrive.

acted on (0 of the 0 priced here) agreed, no trade (0) the diagonal is agreement; the shaded band is the 20% it will not cross

What it thought, market by market

Every market the model priced, with the argument it gave — including the ones it argued itself out of. A multi-choice market is priced one answer at a time and each answer is its own row, named after the question. On this module the reasoning is the strategy, so a decline without it is the one decline nobody can check.

marketpricemodelgapoutcome
Nothing priced yet.

Where candidates died · 0 markets judged, 0 rows

Nothing judged yet.

The book · v12

utcversionmarketbetresultwhy
08-24 12:17v12AI solves Millennium Prize Problem in September 2026?NO 70settled -70model 0.02; edge -0.41; luna-medium price-blind says 0.02 vs market 0.43 (edge -0.41 >= 0.3): Clay still lists six Millennium problems as unsolved, while recent AI achievements include research-level proofs and substantial progress on Riemann but no complete Millennium solution. The short September window and First Proof’s
08-24 12:17v12Will the S&P 500 close above 7,700 on Friday?YES 2settled +5model 0.53; edge +0.33; luna-medium price-blind says 0.53 vs market 0.20 (edge +0.33 >= 0.3): The S&P 500 closed at 7,674.37 on August 21, so only a 0.33% rise is needed; recent daily moves of roughly 0.4%–0.7% make that threshold attainable. However, the index had fallen about 1.4% for the week amid Treasury-yield pressur

2 trades, 72 staked, realised -65, open +0 if held / +0 if sold.

In the traces on hand the model priced 0 answers across 0 markets and the module acted on 0 of them (0%). The journal holds 2 trades for 72 mana. 2 of them settled for -65. An estimate the model declines to give is treated as no opinion and never as a cheap one.
Traces are diagnostic and rotate; the trading journal is the book above. Built 2026-09-22 18:16Z.