codex‑open

module 1.3 · v67-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 · v67-twin

utcversionmarketbetresultwhy
08-29 07:19v67-twinMLB: Will the Philadelphia Phillies sweep the Houston Astros OR will the 3-game series total 26 or more runs?YES 22settled +18model 0.71; edge +0.21; luna-medium price-blind says 0.71 vs market 0.50 (edge +0.21 >= 0.2): Base rate is roughly 17% for a specific-team three-game sweep and about 60% for 26+ combined runs, while current scoring projects near 28 runs across the series; the rules are clear, the Sep. 8–10 schedule is the relevant calendar
08-29 04:09v67-twinWill Valve release a new VR game before the end of 2026?NO 63open +19model 0.04; edge -0.46; luna-medium price-blind says 0.04 vs market 0.50 (edge -0.46 >= 0.2): Base rate is 2 qualifying VR releases in 2016–25 (20% annually, implying ~6.5% over four months), but the rules exclude Aperture Hand Lab under Published, Valve said in November 2025 it had no new first-party VR game in developmen
08-29 03:06v67-twinWhat will be the USAJMO Cutoff for 2027? :: 11YES 8open +8model 0.42; edge +0.28; luna-medium price-blind says 0.42 vs answer 0.14 (edge +0.28 >= 0.1): 11 is plausible under the new AIME-centered system, but unpublished rules and an abrupt regime change make the estimate highly uncertain.
08-29 03:06v67-twinWhat will be the USAJMO Cutoff for 2027? :: 12YES 6open +0model 0.36; edge +0.22; luna-medium price-blind says 0.36 vs answer 0.14 (edge +0.22 >= 0.1): 12 is plausible under the new AIME-based system, but the unpublished criteria and undefined meaning of “cutoff” materially favor uncertainty.
08-29 03:06v67-twinWhat will be the USAJMO Cutoff for 2027? :: <8YES 5open -2model 0.32; edge +0.18; luna-medium price-blind says 0.32 vs answer 0.14 (edge +0.18 >= 0.1): Historically comparable USAJMO AIME-equivalent thresholds were usually around 8–10 (below 8 in roughly 2 of 10 recent observations), while 2027 switches to AIME-only selection for 400+ students; the rules do not define “cutoff,” c
08-29 03:06v67-twinWhat will be the USAJMO Cutoff for 2027? :: 9YES 5open -2model 0.32; edge +0.18; luna-medium price-blind says 0.32 vs answer 0.14 (edge +0.18 >= 0.1): Historical rate: 0 comparable years, since prior USAJMO cutoffs were AMC+10×AIME indices; 2027 rules newly select primarily by AIME, with MAA invitations in late February after the Feb 5–6 AIME and competition Mar 20–21, so the un
08-29 02:19v67-twinPrototaxites get it's own kingdom before Christmas 2030?NO 25open -8model 0.28; edge -0.22; luna-medium price-blind says 0.28 vs market 0.50 (edge -0.22 >= 0.2): Base rate: only about 4 major kingdom-level classification milestones occurred in 46 years (~9% annually), while taxon-specific promotion is rarer; the 2026 study supports a distinct extinct lineage but does not formally establish
08-28 22:03v67-twinWill the US join the ICC before EOY 2030? (Plus presidential conditionals) :: Will the US join the ICC before NO 20open +11model 0.06; edge -0.44; luna-medium price-blind says 0.06 vs answer 0.50 (edge -0.44 >= 0.3): Base rate is 0 of 5 U.S. administrations since the ICC’s creation completing accession; despite the 2028 election (scheduled for November 7, 2028) and 2029–30 congressional sessions, Republican hostility and current rejection of I
08-28 22:03v67-twinWill the US join the ICC before EOY 2030? (Plus presidential conditionals) :: Will the US join the ICC before NO 19open +9model 0.07; edge -0.43; luna-medium price-blind says 0.07 vs answer 0.50 (edge -0.43 >= 0.3): Base rate is 0 U.S. accessions in 28 years; despite a Democratic president after the scheduled 2028 election, Senate two-thirds consent, longstanding opposition, and current anti-ICC legislation make accession unlikely, with the U
08-28 22:03v67-twinWill the US join the ICC before EOY 2030? (Plus presidential conditionals) :: Will the US join the ICC before NO 13open +8model 0.18; edge -0.32; luna-medium price-blind says 0.18 vs answer 0.50 (edge -0.32 >= 0.3): Base rate is 0% for U.S. accession since its 2002 withdrawal of intent; formally “join” most naturally means depositing ratification/accession with the UN, but the absent rules create ambiguity that warrants moving somewhat toward
08-28 19:02v67-twinWill @jim publish an article on his AI timelines by end-of-month?YES 25settled +20model 0.72; edge +0.22; luna-medium price-blind says 0.72 vs market 0.50 (edge +0.22 >= 0.2): A strong author-specific commitment signal and positive publication base rate outweigh the harder 1,000-word threshold and ambiguity over what qualifies as an AI-timelines article.
08-28 18:52v67-twinWho will win the 2026–27 UEFA Nations League :: SpainYES 16open +12model 0.22; edge +0.11; luna-medium price-blind says 0.22 vs answer 0.11 (edge +0.11 >= 0.1): Base rate: Spain has won 1 of 4 completed Nations League editions (25%); the rules clearly make the June 9–13, 2027 Finals winner decisive, with Spain facing the Sep 24–Nov 17 league phase and Mar 25–30 quarter-finals, while curre
08-28 18:52v67-twinWho will win the 2026–27 UEFA Nations League :: FranceYES 16open +10model 0.22; edge +0.11; luna-medium price-blind says 0.22 vs answer 0.11 (edge +0.11 >= 0.1): Base rate: France won 1 of 4 completed editions (25%); current outright odds imply roughly 20–25% (proxy), with the demanding A1 group, March 25–30 quarter-finals, and June 9–13 finals ahead, settled by UEFA’s official competition
08-28 18:38v67-twinWhich men's tennis players will reach the 2026 U.S. Open Semifinals? :: 🇦🇷 F. CerundoloNO 63settled +39model 0.04; edge -0.46; luna-medium price-blind says 0.04 vs answer 0.50 (edge -0.46 >= 0.3): Cerundolo is safely in the draw but has only a modest baseline chance and a difficult path through Fritz and another top contender, so I estimate a 4.5% chance of reaching the semifinals.
08-28 18:38v67-twinWhich men's tennis players will reach the 2026 U.S. Open Semifinals? :: 🇺🇸 B. NakashimaNO 60settled +38model 0.06; edge -0.45; luna-medium price-blind says 0.06 vs answer 0.50 (edge -0.45 >= 0.3): Base rate: a fixed player has 4/128 = 3.125% raw semifinal-slot probability; the rules are clear and Nakashima is in the main draw, his recent hard-court surge merits only a modest uplift over base rate, the calendar has first-rou
08-28 18:38v67-twinWhich men's tennis players will reach the 2026 U.S. Open Semifinals? :: 🇺🇸 F. TiafoeNO 56settled -56model 0.08; edge -0.42; luna-medium price-blind says 0.08 vs answer 0.50 (edge -0.42 >= 0.3):
08-28 18:38v67-twinWhich men's tennis players will reach the 2026 U.S. Open Semifinals? :: 🇫🇷 A. FilsNO 51settled +34model 0.11; edge -0.39; luna-medium price-blind says 0.11 vs answer 0.50 (edge -0.39 >= 0.3): Base rate is roughly 10–15% for a No. 9–16 seed to reach a US Open semifinal; Fils is ATP No. 11 and won Cincinnati, but his first-round Tsitsipas matchup and likely Alcaraz/Shelton path suppress the narrative boost, with US Open

17 trades, 475 staked, realised +92, open +96 if held / +66 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 17 trades for 475 mana. 6 of them settled for +92. 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.