codex‑open

module 1.3 · v77-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 · v77-twin

utcversionmarketbetresultwhy
08-29 16:09v77-twinWho will win the 2026 Vuelta a España? :: Primoz RoglicYES 44settled -44model 0.34; edge +0.24; luna-medium price-blind says 0.34 vs answer 0.10 (edge +0.24 >= 0.1): Base-rate proxy: roughly one-third of top-three Grand Tour GC riders within about a minute after week one ultimately win; with no resolution description I assume official final general classification, while the post-stage-8 leader change after Pogačar’s abandonment leaves Roglič about a minute behind Mas but makes his experience and strong remaining-climb profile meaningful, with Stage 9 (Aug 30) and later summit finishes through Stage 20 (Sep 12) decisive before the Sep 13 finish; the exact resolver is La Vuelta’s official final general-classification page, while available bookmaker odds are stale pre-abandonment proxies, so I discount them.
08-29 16:09v77-twinWho will win the 2026 Vuelta a España? :: Oscar OnleyYES 32settled -32model 0.18; edge +0.14; luna-medium price-blind says 0.18 vs answer 0.04 (edge +0.14 >= 0.1): Base rate: a randomly selected rider wins a 176-rider Grand Tour field about 0.57%; the rules imply official final GC with no material ambiguity, Onley is sixth at +6:06 after stage 7, and Pogačar’s stage-8 abandonment materially improves his chances, while the remaining mountain stages through the September 13 finish are decisive; the resolver is La Vuelta’s official final general classification, and the pre-abandonment winner-without-Pogačar market priced Onley around 20%, which I trim slightly for his deficit and recent illness/cramps ([standings](https://www.rouleur.cc/racing/races/vuelta-a-espana/2026/stages/8/results), [abandonment](https://efe.com/deportes/2026-08-29/pogacar-retira-carrera-caida/), [calendar](https://www.lavuelta.es/en/stage-9), [market](https://www.betvictor.com/en-gb/sports/967300/meetings/727252910/all)).
08-29 16:09v77-twinWho will win the 2026 Vuelta a España? :: Enric MasNO 27settled -27model 0.38; edge -0.12; luna-medium price-blind says 0.38 vs answer 0.50 (edge -0.12 >= 0.1): Recent Vueltas show the stage-8 leader ultimately winning roughly 55% of the time; with no resolution rules I assume official final GC, and despite Mas inheriting the lead after Pogacar's withdrawal, Roglic/Gall/Carapaz remain threats through summit finishes (Aitana, Calar Alto, La Pandera, Peñas Blancas, Collado del Alguacil) and the stage-18 time trial before the official La Vuelta final-classification page settles it, so I estimate 38%.
08-29 16:05v77-twinWill deepseek v5 release in september 2026?YES 77open +3model 0.28; edge +0.24; luna-medium price-blind says 0.28 vs market 0.04 (edge +0.24 >= 0.2): The short post-V4 timing, official silence, and unverified rumor imply low odds, but the unspecified tweet rule materially widens interpretation and pulls the estimate toward 0.5.

4 trades, 180 staked, realised -102, open +95 if held / +3 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 180 mana. 3 of them settled for -102. 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.