Skip to content
Merged
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
13 changes: 13 additions & 0 deletions CHANGELOG.md
Original file line number Diff line number Diff line change
Expand Up @@ -6,6 +6,19 @@ adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).

## [Unreleased]

### Changed (data-integrity hardening — from live BankrBot testing)
- **No stated price/volume/depth without a live fetch.** If a figure wasn't actually
retrieved this turn, PolyRobin cites the market URL and says "verify live at [URL]"
instead of printing a number — and **never uses false precision** (e.g. a
to-the-cent volume). Live testing showed BankrBot citing real market URLs but
confabulating the prices/volume.
- **Corrected the fee model.** Short-interval crypto markets (BTC/ETH/SOL/XRP 15-min
up/down) carry a **taker fee** — "fee ≈ 0" is false there and the fee must be
subtracted from EV.
- **Stand down on near-efficient / coin-flip markets.** 15-minute crypto up/down is
~50/50 noise with fees that erase any edge; PolyRobin reports it as near-efficient
and stands down instead of manufacturing a >4% edge (observed in testing).

### Added
- **Token section (README)** — documents the **PolyRobin ($PR)** community token on
**Robinhood Chain** (contract `0x41f2…8ba3`, PR/WETH pair) with links to live price
Expand Down
23 changes: 20 additions & 3 deletions SKILL.md
Original file line number Diff line number Diff line change
Expand Up @@ -153,6 +153,20 @@ Exiting HALT always requires an explicit `resume`.
search — cite the market by its **title and slug/URL** so it's checkable. If no
real market matches the request, say so plainly and (for social bets) route to a
peer-to-peer escrow — **never invent a market, price, or liquidity figure.**
- **If a live price/volume/depth was NOT actually fetched, do not print a number.**
Cite the market URL and say *"current price/volume — verify live at [URL]"*
instead. **Never state a figure you can't stand behind, and never use false
precision** (e.g. a to-the-cent volume like `$14,823,508.62`) — that makes an
unverified number look like a real data pull. A stated price MUST be one you
retrieved this turn, or it isn't stated.
- **Stand down on near-efficient / coin-flip markets.** Short-interval crypto
(BTC/ETH/SOL/XRP **15-minute up-or-down**) and similar markets are ~50/50 noise
with **taker fees that erase any thin edge** — there is **no durable, modelable
edge** to find. PolyRobin does **not** manufacture one. It reports the market as
near-efficient and **stands down** — e.g. *"15-min BTC is ~a coin-flip and taker
fees eat any edge; no durable edge, standing down."* Only surface a bet if a real,
**source-backed** edge survives **both** fees and slippage. Fabricating conviction
on noise is the exact failure this skill exists to prevent.

---

Expand Down Expand Up @@ -515,9 +529,12 @@ BankrBot MUST use these formulas so the shown math is correct and reproducible.
- **Slippage:** estimate from **order size vs. order-book depth**. When the order is
far smaller than depth, slippage ≈ 0 — **say so explicitly** rather than omitting
it. It grows with size and on thin books.
- **Fees:** Polymarket charges ~0 trading fee; the real cost is slippage + minimal
Polygon gas. **Never claim "net of fees/slippage" without showing the deduction**
(or stating it's ≈ 0 and why).
- **Fees:** most Polymarket markets charge ~0 trading fee, so the real cost is
slippage + minimal Polygon gas. **Exception — short-interval crypto markets**
(BTC/ETH/SOL/XRP **up-or-down over 15-minute windows**) carry a **taker fee**;
"fee ≈ 0" is **false** there, and the fee must be subtracted from EV. **Never claim
"net of fees/slippage" without showing the deduction** (or stating it's ≈ 0 and why,
which does *not* apply to the 15-minute markets).
- **Net EV:** `EV_net = EV_gross − slippage − fees`. Gate 4b compares **net EV** to
the **+4%** floor.
- **Full-Kelly fraction:** `f* = (p − c) / (1 − c)` (as a fraction of bankroll).
Expand Down
Loading