← 返回
数据分析 Key 中文

Polymarket Social Trends Trader

Trades Polymarket prediction markets on social trend indicators: loneliness indices, mental health policy, drug legalization, and cultural inflection points....
在 Polymarket 预测市场上交易社会趋势指标,包括孤独指数、心理健康政策、药物合法化及文化转折点。
diagnostikon
数据分析 clawhub v0.0.3 3 版本 99838.7 Key: 需要
★ 0
Stars
📥 619
下载
💾 14
安装
3
版本
#latest

概述

Social Trends & Wellbeing Trader

> This is a template.

> The default signal is keyword-based market discovery combined with conviction-based sizing and policy_bias() — remix it with the data sources listed below.

> The skill handles all the plumbing (market discovery, trade execution, safeguards). Your agent provides the alpha.

Strategy Overview

Social policy markets are dominated by ideologically motivated traders who bet on what they want to happen, not what evidence suggests will happen. This is the most consistent and exploitable mispricing pattern on Polymarket. The skill corrects for it with two hard-coded structural edges: issue-type ideological distortion and the US legislative calendar.

Signal Logic

Default Signal: Conviction-Based Sizing with Policy Bias

  1. Discover active social policy and wellbeing markets on Polymarket
  2. Compute base conviction from distance to threshold (0% at boundary → 100% at p=0/p=1)
  3. Apply policy_bias() — combines ideological motivation correction with legislative calendar
  4. Size = max(MIN_TRADE, conviction × bias × MAX_POSITION) — capped at MAX_POSITION
  5. Skip markets with spread > MAX_SPREAD or fewer than MIN_DAYS to resolution

Policy Bias (built-in, no API required)

Factor 1 — Ideological Motivation Correction

The dominant pricing force in social policy markets is not information — it is tribal loyalty. Each policy domain attracts a different ideological crowd, each systematically overpricing the outcome they want:

Issue typeMultiplierThe bias to correct
---------
FDA drug approval (post Phase 3 / NDA)1.20xRetail applies moral judgment to a regulatory process (~85-90% NDA approval rate)
Social media ban / teen smartphone restriction1.15xBipartisan consensus exists — retail underprices because gridlock fatigue
Mental health funding / parity mandate1.05xBroadly popular across party lines — retail conflates sensitive topic with opposition
Homelessness / poverty statistics (data release)1.00xObjective HUD/Census data — no ideological signal
Gun control / background checks / red flag laws0.90xBidirectional overcrowding — both crowds partially cancel, more efficient
UBI / guaranteed income / welfare expansion0.75xProgressive overcrowding — retail prices political wish, not legislative reality
Psychedelics outside FDA approval context0.72xClinical enthusiasm → retail overprices state/federal legalization by years
Cannabis / marijuana federal legalization0.70xMost consistently overpriced category — advocates have dominated YES since 1970

The Cannabis Rule deserves emphasis: federal cannabis legalization markets have resolved NO every single time since 1970. Retail prices them at 15–40% based on polling support, confusing public opinion with legislative probability. The federal base rate is near zero. Every federal cannabis legalization market is a structural NO.

Factor 2 — US Legislative Calendar

GovTrack documents that all US bills pass at ~3–5%. But this already-low rate varies sharply by calendar:

ConditionMultiplierWhy
---------
Odd year (non-election, Jan–Dec)1.00xNormal legislative session
Even year (election year, Jan–Jul)0.95xCampaigns ramping, normal-ish
Even year (election year, Aug–Dec)0.80xPre-election gridlock — passage rates drop ~40–50% vs odd years

This calendar multiplier only applies to legislative markets ("will Congress pass X", "will Senate vote on Y"). FDA approvals, HUD data releases, and similar non-legislative markets are unaffected.

The skill prints election_gridlock=True/False on startup so you always know which regime you're in. (2026 is a US midterm year — gridlock mode activates August 2026.)

Combined Examples

MarketIssue multCalendar multFinal bias
------------
"Will FDA approve MDMA therapy?"1.20x1.00x (not legislative)1.20x
"Will Congress pass social media age bill?" (Sep 2026)1.15x0.80x (election gridlock)0.92x
"Will federal cannabis be legalized?" (odd year)0.70x1.00x0.70x
"Will federal cannabis be legalized?" (Sep 2026)0.70x0.80x0.56x → floor

Keywords Monitored

mental health, suicide rate, drug legalization, cannabis, psychedelics,
loneliness, social media ban, teen smartphone, TikTok ban, gun control,
marijuana, psilocybin, FDA mental health, universal basic income, UBI,
poverty rate, homelessness, opioid, fentanyl, drug decriminalization,
safe injection, gun violence, background check, red flag law,
assault weapon, SNAP, welfare, Medicaid expansion, healthcare access

Remix Signal Ideas

  • GovTrack.us API: Bill stage progression (introduced → committee → floor) — committee advancement is the single strongest predictor of passage; feed bill stage into p to trade divergence from naive retail pricing
  • SAMHSA drug survey data: Annual survey release dates for drug use and policy markets — data-release markets have known calendars retail ignores
  • Gallup social trends polling: Long-run public opinion series for legalization and mental health — useful for calibrating YES_THRESHOLD per issue

Safety & Execution Mode

The skill defaults to paper trading (venue="sim"). Real trades only with --live flag.

ScenarioModeFinancial risk
---------
python trader.pyPaper (sim)None
Cron / automatonPaper (sim)None
python trader.py --liveLive (polymarket)Real USDC

autostart: false and cron: null — nothing runs automatically until you configure it in Simmer UI.

Required Credentials

VariableRequiredNotes
---------
SIMMER_API_KEYYesTrading authority. Treat as high-value credential.

Tunables (Risk Parameters)

All declared as tunables in clawhub.json and adjustable from the Simmer UI.

VariableDefaultPurpose
---------
SIMMER_MAX_POSITION25Max USDC per trade (reached at 100% conviction)
SIMMER_MIN_VOLUME5000Min market volume filter (USD)
SIMMER_MAX_SPREAD0.12Max bid-ask spread (12%) — wider for niche policy markets
SIMMER_MIN_DAYS7Min days until resolution
SIMMER_MAX_POSITIONS7Max concurrent open positions
SIMMER_YES_THRESHOLD0.38Buy YES if market price ≤ this value
SIMMER_NO_THRESHOLD0.62Sell NO if market price ≥ this value
SIMMER_MIN_TRADE5Floor for any trade (min USDC regardless of conviction)

Dependency

simmer-sdk by Simmer Markets (SpartanLabsXyz)

  • PyPI: https://pypi.org/project/simmer-sdk/
  • GitHub: https://github.com/SpartanLabsXyz/simmer-sdk

版本历史

共 3 个版本

  • v0.0.3 当前
    2026-05-01 10:31 安全 安全
  • v1.0.1
    2026-03-30 04:06 安全
  • v1.0.0
    2026-03-20 02:10

安全检测

腾讯云安全 (Keen)

安全,无风险
查看报告

腾讯云安全 (Sanbu)

安全,无风险
查看报告

🔗 相关推荐

data-analysis

A股量化 AkShare

mbpz
A股量化数据分析工具,基于AkShare库获取A股行情、财务数据、板块信息等。用于回答关于A股股票查询、行情数据、财务分析、选股等问题。
★ 165 📥 60,017
ai-intelligence

Polymarket Ai Tech Trader

diagnostikon
在Polymarket预测市场上交易AI模型发布、科技IPO、产品发布、GPU基础设施里程碑以及AI监管事件的预测。
★ 0 📥 714
data-analysis

Data Analysis

ivangdavila
{"answer":"数据分析与可视化。查询数据库、生成报告、自动化电子表格,将原始数据转化为清晰可行的见解。适用于:(1) 您……"}
★ 198 📥 65,120