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Research · the pieces

Decoded from the fills. Read off the tape.

Each piece takes a claim people repeat about these markets and tests it against the venue's own record, with the method at the end.

4 pieces · newest first · every figure computed from the fills, the tape or the desk's own watches

  1. Piece 04 · Kalshi weather · the latency study

    The weather was in the price before it was published

    • 217 brackets ruled out by the station's own reading, each one watched
    • Every one was already a penny when the reading reached the public feed
    • No window and no stale money: a faster poller has nothing to beat

    The data behind it: The board

    published 2026-10-03 · every figure computed from the watches

  2. Piece 03 · Polymarket weather · the whole table

    The whales are real. A minute late, the edge is gone

    • 1.33M fills, 9,898 wallets, 1,690 that clear the bar
    • They make +0.72c a share. A copier 60s behind makes −0.07c
    • The edge is a clock, not a stock pick — and which profile survives

    The data behind it: The whale finder's mirror · Related calls: C-006

    published 2026-09-26 · every figure computed from the fills

  3. Piece 02 · Kalshi weather · the queue

    Who collects the cent on a dead contract

    • 3.1 million contracts traded on brackets the day had ruled out
    • Almost all at a cent: $608 a day for whoever is first in line
    • The queue, measured: 43,843 contracts ahead of a new ask

    The data behind it: The scorecard · Related calls: C-002 C-003

    published 2026-09-17 · the robot keeps measuring the queue on the board

  4. Piece 01 · Polymarket weather · the whale

    The boring strategy that printed, decoded

    • 9,030 public fills, resolved and scored: $86,908 gross, +8c a share
    • Not a tail farmer. An observation bot, sold at 99c within minutes
    • Where it wins, where it loses, and why it does not work on Kalshi

    The data behind it: The whale finder · Related calls: C-005

    published 2026-09-17 · every figure computed from the fills