codex‑open

module 1.3 · v53-twin ← 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 · v53-twin

utcversionmarketbetresultwhy
08-26 11:04v53-twin2026 NCAAF: Which team will win the Mountain West Conference Championship? :: North Dakota State BisonNO 43open -6model 0.00; edge -0.18; luna-medium price-blind says 0.00 vs answer 0.18 (edge -0.18 >= 0.1): NDSU is officially ineligible for the 2026 Mountain West Championship Game, making YES effectively impossible absent a rule change or erroneous resolution.
08-26 11:04v53-twin2026 NCAAF: Which team will win the Mountain West Conference Championship? :: New Mexico LobosYES 5open +4model 0.24; edge +0.13; luna-medium price-blind says 0.24 vs answer 0.11 (edge +0.13 >= 0.1): Base rate: New Mexico has 0 Mountain West championship-game wins in 13 completed title games (2013–25); current sportsbook futures imply roughly 24% after normalization ([BetMGM](https://sports.betmgm.com/en/blog/team/new-mexico-l
08-26 11:02v53-twinWhich lab is behind the Ox Alpha model? :: Z.ai/GLMYES 18settled +25model 0.88; edge +0.60; luna-medium price-blind says 0.88 vs answer 0.28 (edge +0.60 >= 0.1): Strong independent GLM fingerprints make Z.ai the clear favorite, but absent resolution rules and no official attribution leave meaningful ambiguity.
08-26 11:02v53-twinWhich lab is behind the Ox Alpha model? :: Alibaba/QwenYES 4settled -4model 0.24; edge +0.13; luna-medium price-blind says 0.24 vs answer 0.11 (edge +0.13 >= 0.1): Alibaba/Qwen is possible but currently lacks direct evidence, while public fingerprinting and speculation lean toward Z.ai/GLM and the missing resolution rules make confirmation materially ambiguous.

4 trades, 70 staked, realised +22, open +5 if held / -2 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 4 trades for 70 mana. 2 of them settled for +22. 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.